Salesforce Integrations

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

Marketing Automation ideas to integrate Salesforce

Smart Segment Trigger to Assign Salesforce Lead to Schedule Pipedrive Activity

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New Drift Contact to Set Salesforce Campaign Member Status

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Smart Segment Trigger to Check Salesforce Field to Add Delay

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Salesforce Field Changed to Remove from Google Ads Audience

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Form Submitted to Schedule Pipedrive Activity to Create Salesforce Opportunity

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Smart Segment Trigger to Remove From List to Assign Salesforce Lead

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New Drift Contact to Has Submitted Typeform to Create Salesforce Opportunity

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Salesforce Field Changed to Remove from Google Ads Audience to Add Salesforce Task

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Pipedrive Deal Stage Match to Set Salesforce Campaign Member Status

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Pipedrive Deal Stage Match to Assign Salesforce Lead to Group to Update Pipedrive Deal

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Pipedrive Deal Stage Match to Create Salesforce Opportunity

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Unsubscribed from Mailchimp Audience to Remove from Google Ads Audience to Add Salesforce Task

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Subscribed to Mailchimp audience to Assign Salesforce Lead to Update Pipedrive Deal

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Smart Segment Trigger to Check Salesforce Field to Send Email

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Smart Segment Trigger to Create Salesforce Opportunity to Remove From List

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group

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Time Trigger to Assign Salesforce Lead

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Pipedrive Deal Status Match to Check Salesforce Field to Send Email

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Typeform Submitted to Create Salesforce Opportunity to Add Delay

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Field Match to Remove From List to Create Salesforce Opportunity

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Showing 20 of 44240 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.