Salesforce + Drift Integration

Use Autopilot to automate and integrate Salesforce and Drift.

Marketing Automation ideas to integrate Salesforce and Drift

New Drift Contact to Set Salesforce Campaign Member Status

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New Drift Contact to Set Salesforce Campaign Member Status

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New Drift Contact to Add Salesforce Task

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Drift Goal Reached to Create Salesforce Opportunity

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Drift Goal Reached to Mail Lob Postcard

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Drift Goal Reached to Check Salesforce Field to Subscribe to Mailchimp audience

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New Drift Contact to Assign Salesforce Lead

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Drift Goal Reached to Assign Salesforce Lead

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New Drift Contact to Assign Salesforce Lead to Mail Lob Postcard

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Drift Goal Reached to Assign Salesforce Lead

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New Drift Contact to Schedule Pipedrive Activity

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Drift Goal Reached to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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New Drift Contact to Update Salesforce Field to Update Pipedrive Deal Field

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Drift Goal Reached to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Drift Goal Reached to Mail Lob Postcard to Assign Salesforce Lead

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New Drift Contact to Create Salesforce Opportunity to Schedule Pipedrive Activity

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Drift Goal Reached to Add Salesforce Task

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New Drift Contact to Update Salesforce Field

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Drift Goal Reached to Create Salesforce Opportunity

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New Drift Contact to Check Headsup Status to Set Salesforce Campaign Member Status

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Showing 20 of 828 Marketing Automation ideas using Autopilot's Salesforce and Drift 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 Drift

Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.

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).
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.

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 Drift.