Forms + Salesforce + Mailchimp integration

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

Marketing Automation ideas to integrate Forms, Salesforce and Mailchimp.

Form Submitted to Create Salesforce Opportunity to Subscribe to Mailchimp audience

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Form Submitted to Create Salesforce Opportunity to Unsubscribe from Mailchimp Audience

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Form Submitted to Assign Salesforce Lead to Subscribe to Mailchimp audience

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Form Submitted to Assign Salesforce Lead to Unsubscribe from Mailchimp Audience

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Form Submitted to Set Salesforce Campaign Member Status to Subscribe to Mailchimp audience

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Form Submitted to Set Salesforce Campaign Member Status to Unsubscribe from Mailchimp Audience

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Form Submitted to Add Salesforce Task to Subscribe to Mailchimp audience

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Form Submitted to Add Salesforce Task to Unsubscribe from Mailchimp Audience

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Form Submitted to Check Salesforce Field to Subscribe to Mailchimp audience

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Form Submitted to Check Salesforce Field to Unsubscribe from Mailchimp Audience

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Form Submitted to Check Salesforce Campaign Member Status to Subscribe to Mailchimp audience

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Form Submitted to Check Salesforce Campaign Member Status to Unsubscribe from Mailchimp Audience

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Form Submitted to Assign Salesforce Lead to Group to Subscribe to Mailchimp audience

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Form Submitted to Assign Salesforce Lead to Group to Unsubscribe from Mailchimp Audience

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Form Submitted to Update Salesforce Field to Subscribe to Mailchimp audience

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Form Submitted to Update Salesforce Field to Unsubscribe from Mailchimp Audience

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Form Submitted to Subscribe to Mailchimp audience to Create Salesforce Opportunity

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Form Submitted to Subscribe to Mailchimp audience to Assign Salesforce Lead

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Form Submitted to Subscribe to Mailchimp audience to Set Salesforce Campaign Member Status

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Form Submitted to Subscribe to Mailchimp audience to Add Salesforce Task

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Form Submitted to Subscribe to Mailchimp audience to Assign Salesforce Lead to Group

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Form Submitted to Subscribe to Mailchimp audience to Update Salesforce Field

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Form Submitted to Unsubscribe from Mailchimp Audience to Create Salesforce Opportunity

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Form Submitted to Unsubscribe from Mailchimp Audience to Assign Salesforce Lead

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Form Submitted to Unsubscribe from Mailchimp Audience to Set Salesforce Campaign Member Status

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Form Submitted to Unsubscribe from Mailchimp Audience to Add Salesforce Task

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Form Submitted to Unsubscribe from Mailchimp Audience to Assign Salesforce Lead to Group

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Form Submitted to Unsubscribe from Mailchimp Audience to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Form to Subscribe to Mailchimp audience

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Salesforce Campaign Trigger to Has Submitted Form to Unsubscribe from Mailchimp Audience

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Salesforce Field Changed to Has Submitted Form to Subscribe to Mailchimp audience

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Salesforce Field Changed to Has Submitted Form to Unsubscribe from Mailchimp Audience

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Create Salesforce Opportunity

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Assign Salesforce Lead

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Set Salesforce Campaign Member Status

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Add Salesforce Task

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Assign Salesforce Lead to Group

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Update Salesforce Field

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Subscribed to Mailchimp audience to Has Submitted Form to Create Salesforce Opportunity

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Subscribed to Mailchimp audience to Has Submitted Form to Assign Salesforce Lead

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Subscribed to Mailchimp audience to Has Submitted Form to Set Salesforce Campaign Member Status

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Subscribed to Mailchimp audience to Has Submitted Form to Add Salesforce Task

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Subscribed to Mailchimp audience to Has Submitted Form to Assign Salesforce Lead to Group

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Subscribed to Mailchimp audience 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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Form Submitted to Create Salesforce Opportunity to Unsubscribe from Mailchimp Audience

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

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Add Salesforce Task

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Form Submitted to Assign Salesforce Lead to Subscribe to Mailchimp audience

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Salesforce Campaign Trigger to Has Submitted Form to Create Salesforce Opportunity

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Assign Salesforce Lead to Group

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Subscribed to Mailchimp audience to Has Submitted Form to Create Salesforce Opportunity

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Subscribed to Mailchimp audience to Has Submitted Form to Add Salesforce Task

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Unsubscribed from Mailchimp Audience to Has Submitted Form to Set Salesforce Campaign Member Status

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Form Submitted to Set Salesforce Campaign Member Status to Unsubscribe from Mailchimp Audience

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Form Submitted to Subscribe to Mailchimp audience to Set Salesforce Campaign Member Status

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Subscribed to Mailchimp audience to Has Submitted Form to Set Salesforce Campaign Member Status

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

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Form Submitted to Check Salesforce Field to Subscribe to Mailchimp audience

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Salesforce Campaign Trigger to Has Submitted Form to Unsubscribe from Mailchimp Audience

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Salesforce Field Changed to Has Submitted Form to Subscribe to Mailchimp audience

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Form Submitted to Subscribe to Mailchimp audience to Assign Salesforce Lead to Group

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Showing 64 journey ideas for Forms, Salesforce and Mailchimp

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 Mailchimp integration

Autopilot's native Mailchimp integration makes it easy to keep your Mailchimp audiences and Autopilot lists in sync, nurture new Mailchimp subscribers in Autopilot, notify your team on Slack when you receive new Mailchimp subscribers, and add new subscribers as leads in your CRM, such as Salesforce or Pipedrive.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Salesforce integration and the Mailchimp 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).
Unsubscribed from Mailchimp Audience
Adds a contact to a journey when they are unsubscribed from a Mailchimp audience.
Subscribed to Mailchimp audience
Adds a contact to a journey when they are subscribed to a Mailchimp audience.

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.
Subscribe to Mailchimp audience
Subscribes a contact to a Mailchimp audience.
Unsubscribe from Mailchimp Audience
Unsubscribes a contact from a Mailchimp audience.

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 Mailchimp.