Salesforce Integrations

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

Marketing Automation ideas to integrate Salesforce

Form Submitted to Update Field to Set Salesforce Campaign Member Status

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Pipedrive Deal Status Changed to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group

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Heap Event to Add Salesforce Task

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Heap Event to Update Field to Assign Salesforce Lead

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group

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Form Submitted to Add Delay to Update Salesforce Field

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Salesforce Field Changed to Update Salesforce Field to Add Delay

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Salesforce Field Changed to Has Visited Page to Show Headsup Message

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Segment Event to Assign Salesforce Lead to Group

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Salesforce Field Changed to Send Segment Event

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Pipedrive Deal Status Changed to Send Twilio SMS to Assign Salesforce Lead

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Segment Event to Update Field to Add Salesforce Task

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Segment Event to Send Twilio SMS to Assign Salesforce Lead

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Form Submitted to Assign Salesforce Lead

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Salesforce Campaign Trigger to Update Field

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Salesforce Field Changed to Has Submitted Form to Add Salesforce Task

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Form Submitted to Set Salesforce Campaign Member Status

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Time Trigger to Assign Salesforce Lead to Group

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Showing 20 of 37800 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 $1/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's value 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.