Lists + Salesforce + Wufoo integration
Use Autopilot to create journeys that use the Lists, Salesforce and Wufoo integrations.
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Marketing Automation ideas to integrate Lists, Salesforce and Wufoo.
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Remove From List
New Wufoo Form Submitted to Is on List or Segment to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check Lead Status to Create Salesforce Opportunity
Salesforce Campaign Trigger to Remove From List to Create Salesforce Opportunity
New Wufoo Form Submitted to Check Lead Status to Create Salesforce Opportunity
Removed From List to Assign Salesforce Lead to Remove From List
Salesforce Campaign Trigger to Add to List to Assign Salesforce Lead
New Wufoo Form Submitted to Check Lead Status to Assign Salesforce Lead to Group
List Trigger to Check Lead Status to Assign Salesforce Lead to Group
Removed From List to Is on List or Segment to Add Salesforce Task
New Wufoo Form Submitted to Add to List to Create Salesforce Opportunity
Salesforce Field Changed to Assign Salesforce Lead to Add to List
List Trigger to Is on List or Segment to Update Salesforce Field
New Wufoo Form Submitted to Is on List or Segment to Add Salesforce Task
Removed From List to Add to List to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Add to List to Update Salesforce Field
New Wufoo Form Submitted to Check Lead Status to Assign Salesforce Lead
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add to List
Salesforce Campaign Trigger to Is on List or Segment to Set Salesforce Campaign Member Status
Salesforce Field Changed to Assign Salesforce Lead to Group to Add to List
Showing 20 journey ideas for Lists, Salesforce and Wufoo
About the Lists integration
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 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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lists integration, Salesforce integration and the Wufoo integration.
Journey 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).
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
Journey 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, Salesforce and Wufoo.
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