Forms + Salesforce + Wordpress integration
Use Autopilot to create journeys that use the Forms, Salesforce and Wordpress integrations.
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Marketing Automation ideas to integrate Forms, Salesforce and Wordpress.
New Wordpress Post to Has Submitted Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead
New Wordpress Post to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Has Submitted Form to Update Salesforce Field
Salesforce Field Changed to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Has Submitted Form to Add Salesforce Task
Salesforce Campaign Trigger to Has Submitted Form to Set Salesforce Campaign Member Status
Form Submitted to Has Submitted Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Form to Add Salesforce Task
Form Submitted to Has Submitted Form to Create Salesforce Opportunity
Form Submitted to Has Submitted Form to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Form to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Form to Add Salesforce Task
New Wordpress Post to Has Submitted Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Form to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Has Submitted Form to Update Salesforce Field
New Wordpress Post to Has Submitted Form to Add Salesforce Task
Salesforce Field Changed to Has Submitted Form to Update Salesforce Field
New Wordpress Post to Has Submitted Form to Set Salesforce Campaign Member Status
Showing 20 journey ideas for Forms, Salesforce and Wordpress
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 Wordpress integration
Every website starts with an idea. WordPress.com provides the design, features, and support to bring it to life. Choose your theme, pick a domain, select a plan, and start building your future.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Forms integration, Salesforce integration and the Wordpress 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).
New Wordpress Post
Add contacts that are subscribed to your blog to the journey when a new post is published.
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 Wordpress.
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