Forms + Salesforce + Shopify integration
Use Autopilot to create journeys that use the Forms, Salesforce and Shopify integrations.
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Marketing Automation ideas to integrate Forms, Salesforce and Shopify.
Shopify Abandoned Cart to Has Submitted Form to Create Salesforce Opportunity
Has Abandoned Shopify Cart to Has Submitted Form to Assign Salesforce Lead to Group
New Shopify Customer to Has Submitted Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Form to Update Salesforce Field
Has Abandoned Shopify Cart to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Has Submitted Form to Update Salesforce Field
Shopify Abandoned Cart to Has Submitted Form to Add Salesforce Task
Has Abandoned Shopify Cart to Has Submitted Form to Update Salesforce Field
Form Submitted to Has Submitted Form to Assign Salesforce Lead to Group
New Shopify Customer to Has Submitted Form to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Form to Set Salesforce Campaign Member Status
Has Abandoned Shopify Cart to Has Submitted Form to Add Salesforce Task
Salesforce Campaign Trigger to Has Submitted Form to Add Salesforce Task
Form Submitted to Has Submitted Form to Create Salesforce Opportunity
Has Abandoned Shopify Cart to Has Submitted Form to Assign Salesforce Lead
Form Submitted to Has Submitted Form to Set Salesforce Campaign Member Status
Has Abandoned Shopify Cart to Has Submitted Form to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Form to Set Salesforce Campaign Member Status
New Shopify Customer to Has Submitted Form to Add Salesforce Task
Showing 20 journey ideas for Forms, Salesforce and Shopify
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 Shopify integration
Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Forms integration, Salesforce integration and the Shopify 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).
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.
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 Shopify.
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