Salesforce + Custom Fields Integration

Use Autopilot to automate and integrate Salesforce and Custom Fields.

Marketing Automation ideas to integrate Salesforce and Custom Fields

Field Changed to Assign Salesforce Lead

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Field Changed to Update Salesforce Field

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Field Changed to Update Salesforce Field to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Schedule Pipedrive Activity

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Salesforce Field Changed to Update Field

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Pipedrive Deal Status Changed to Assign Salesforce Lead to Update Field

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Salesforce Field Changed to Update Field

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Salesforce Campaign Trigger to Update Field to Send Email

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Pipedrive Deal Status Changed to Update Field

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Field Changed to Create Salesforce Opportunity

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Update Field

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Field Changed to Add Salesforce Task

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Field Changed to Update Salesforce Field

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Salesforce Field Changed to Update Field

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Salesforce Campaign Trigger to Check Salesforce Field to Update Field

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Field Changed to Update Salesforce Field

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Field Changed to Update Salesforce Field

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Salesforce Field Changed to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Update Field

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Field Changed to Check Field to Assign Salesforce Lead

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Showing 20 of 916 Marketing Automation ideas using Autopilot's Salesforce and Custom Fields 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 Custom Fields

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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).
Field Changed
Add a contact to a journey when a particular 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Update Field
Update a 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 Custom Fields.