Salesforce + Autopilot API Integration

Use Autopilot to automate and integrate Salesforce and Autopilot API.

Marketing Automation ideas to integrate Salesforce and Autopilot API

API Trigger to Update Salesforce Field

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API Trigger to Check Salesforce Field to Assign Pipedrive Person Owner

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API Trigger to Check Field to Assign Salesforce Lead

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API Trigger to Create Salesforce Opportunity

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API Trigger to Set Salesforce Campaign Member Status

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API Trigger to Set Salesforce Campaign Member Status

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API Trigger to Set Salesforce Campaign Member Status

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API Trigger to Check Delighted NPS Response to Add Salesforce Task

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API Trigger to Add Salesforce Task

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API Trigger to Assign Pipedrive Person Owner to Update Salesforce Field

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API Trigger to Create Salesforce Opportunity

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API Trigger to Check Pipedrive Deal Stage to Add Salesforce Task

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API Trigger to Check Field to Set Salesforce Campaign Member Status

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API Trigger to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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API Trigger to Assign Salesforce Lead to Group

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API Trigger to Check Lead Status to Set Salesforce Campaign Member Status

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API Trigger to Update Salesforce Field

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API Trigger to Create Salesforce Opportunity to Assign Pipedrive Person Owner

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API Trigger to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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API Trigger to Assign Salesforce Lead

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Showing 20 of 316 Marketing Automation ideas using Autopilot's Salesforce and Autopilot API integration.

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 API

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

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).
API Trigger
Add a contact to a journey using a custom API call.

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 and Autopilot API.