Salesforce + Email Integration

Use Autopilot to automate and integrate Salesforce and Email.

Marketing Automation ideas to integrate Salesforce and Email

Salesforce Field Changed to Check Headsup Status to Send Email

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Email Activity to Set Salesforce Campaign Member Status

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Email Activity to Update Salesforce Field

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Typeform Submitted to Send Email

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Smart Segment Trigger to Create Salesforce Opportunity

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Smart Segment Trigger to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Email Status to Update Salesforce Field

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Salesforce Campaign Trigger to Send Email to Add to Google AdWords Audience

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Typeform Submitted to Send Email to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Group to Send Email

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Typeform Submitted to Check Salesforce Campaign Member Status to Send Email

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Typeform Submitted to Add Salesforce Task

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Email Activity to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Email Status to Create Salesforce Opportunity

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Email Activity to Assign Salesforce Lead to Send Email

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Salesforce Campaign Trigger to Send Email to Assign Salesforce Lead to Group

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Delighted NPS Response to Assign Salesforce Lead

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Salesforce Field Changed to Send Email

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Email Activity to Add to Google AdWords Audience

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Delighted NPS Response to Set Salesforce Campaign Member Status to Send Email

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Showing 20 of 696 Marketing Automation ideas using Autopilot's Salesforce and Email 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 Email

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.

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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).

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.
Send Email
Send a contact a personalized marketing or transactional email.

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 Email.