Salesforce + Ejection Integration
Use Autopilot to automate and integrate Salesforce and Ejection.
Marketing Automation ideas to integrate Salesforce and Ejection
Salesforce Field Changed to Eject from Journey
Removed From List to Check Salesforce Field to Eject from Journey
Twilio SMS Received to Add Salesforce Task
Salesforce Field Changed to Eject from Journey
Removed From List to Assign Salesforce Lead to Group
Salesforce Field Changed to Eject from Journey
Salesforce Field Changed to Eject from Journey to Update Salesforce Field
Removed From List to Eject from Journey to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Salesforce Field to Eject from Journey
Salesforce Campaign Trigger to Eject from Journey
Salesforce Campaign Trigger to Eject from Journey
Removed From List to Assign Salesforce Lead to Group to Eject from Journey
Delighted NPS Response to Eject from Journey
Delighted NPS Response to Assign Salesforce Lead to Group
Salesforce Field Changed to Eject from Journey
Salesforce Campaign Trigger to Is on List or Segment to Eject from Journey
Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage
Twilio SMS Received to Update Salesforce Field to Eject from Journey
Salesforce Campaign Trigger to Eject from Journey to Assign Salesforce Lead
Removed From List to Update Salesforce Field to Eject from Journey
Showing 20 of 250 Marketing Automation ideas using Autopilot's Salesforce and Ejection 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 Ejection
Ejection provides the flexibility to use triggers and conditions to immediately disqualify or “eject” contacts from a journey. Voila. This allows you to simplify journeys by removing all those condition checks, easily manage all your targeting criteria in one canvas, and eliminate the dreaded “oops” email.
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.
Eject from Journey
Remove a contact from a journey.
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 Ejection.
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