Forms + Salesforce + LiveChat integration

Use Autopilot to create journeys that use the Forms, Salesforce and LiveChat integrations.

Marketing Automation ideas to integrate Forms, Salesforce and LiveChat.

LiveChat Tag to Has Submitted Form to Create Salesforce Opportunity

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LiveChat Tag to Has Submitted Form to Assign Salesforce Lead

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LiveChat Tag to Has Submitted Form to Set Salesforce Campaign Member Status

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LiveChat Tag to Has Submitted Form to Add Salesforce Task

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LiveChat Tag to Has Submitted Form to Assign Salesforce Lead to Group

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LiveChat Tag to Has Submitted Form to Update Salesforce Field

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Salesforce Field Changed to Has Submitted Form to Add Salesforce Task

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Form Submitted to Has Submitted Form to Assign Salesforce Lead

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Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead

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Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Submitted Form to Update Salesforce Field

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LiveChat Tag to Has Submitted Form to Create Salesforce Opportunity

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LiveChat Tag to Has Submitted Form to Assign Salesforce Lead to Group

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Form Submitted to Has Submitted Form to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead

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Salesforce Field Changed to Has Submitted Form to Set Salesforce Campaign Member Status

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Form Submitted to Has Submitted Form to Update Salesforce Field

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LiveChat Tag to Has Submitted Form to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Form to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Has Submitted Form to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Form to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Has Submitted Form to Update Salesforce Field

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Form Submitted to Has Submitted Form to Assign Salesforce Lead to Group

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LiveChat Tag to Has Submitted Form to Update Salesforce Field

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Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Submitted Form to Create Salesforce Opportunity

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Showing 26 journey ideas for Forms, Salesforce and LiveChat

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Salesforce integration and the LiveChat integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

Conditions

Has Submitted Form
Check if a contact has previously submitted a specific form.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Forms, Salesforce and LiveChat.