Lists + Salesforce Integration

Use Autopilot to automate and integrate Lists and Salesforce.

Marketing Automation ideas to integrate Lists and Salesforce

List Trigger to Create Salesforce Opportunity

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List Trigger to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Remove From List

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List Trigger to Add HubSpot CRM Deal to Update Salesforce Field

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Unsubscribed from Mailchimp Audience to Remove From List to Assign Salesforce Lead

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List Trigger to Assign Salesforce Lead to Group

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List Trigger to Add Salesforce Task

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Removed From List to Check Lead Status to Create Salesforce Opportunity

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Unsubscribed from Mailchimp Audience to Is on List or Segment to Assign Salesforce Lead

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List Trigger to Add Salesforce Task

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List Trigger to Check Lead Status to Add Salesforce Task

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Removed From List to Create Salesforce Opportunity

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Unsubscribed from Mailchimp Audience to Add to List

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List Trigger to Set Salesforce Campaign Member Status

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Page Visited to Add to List

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Removed From List to Add Salesforce Task

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List Trigger to Add HubSpot CRM Deal to Assign Salesforce Lead

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List Trigger to Check Salesforce Campaign Member Status to Add to List

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Subscribed to Mailchimp audience to Create Salesforce Opportunity to Add to List

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Removed From List to Is on List or Segment to Update Salesforce Field

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Showing 20 of 2520 Marketing Automation ideas using Autopilot's Lists and Salesforce integration.

About Lists

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

About Salesforce

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Lists integration.

Triggers

List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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).

Conditions

Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.

Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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 Lists and Salesforce.