Salesforce Integrations

Follow up new Salesforce leads, assign leads to sales, and convert them into customers.

Marketing Automation ideas to integrate Salesforce

Time Trigger to Assign Salesforce Lead to Group

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Person Field Match to Create Salesforce Opportunity

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Person Field Match to Create Salesforce Opportunity to Remove From List

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Drift Goal Reached to Create Salesforce Opportunity to Add Delay

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Person Field Match to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Update Pipedrive Deal

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Salesforce Field Changed to Add Delay

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Salesforce Field Changed to Check Field to Add Delay

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Salesforce Field Changed to Check Lead Status to Add Pipedrive Deal

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Person Field Match to Assign Salesforce Lead to Group to Remove From List

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Subscribed to Mailchimp audience to Create Salesforce Opportunity to Add Pipedrive Deal

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Person Field Match to Set Salesforce Campaign Member Status to Add Pipedrive Deal

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Instapage Form Submitted to Set Salesforce Campaign Member Status

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Drift Goal Reached to Create Salesforce Opportunity

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Drift Goal Reached to Update Salesforce Field

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status to Remove From List

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Salesforce Field Changed to Send Slack Message

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Salesforce Campaign Trigger to Show Headsup Message

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HubSpot CRM Contact Field Match to Check Salesforce Field to Remove From List

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Salesforce Field Changed to Send Slack Message to Assign Salesforce Lead

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Showing 20 of 48352 Marketing Automation ideas for Salesforce

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.

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

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

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

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 Salesforce.