Salesforce + Facebook + Custom Fields integration

Use Autopilot to create journeys that use the Salesforce, Facebook and Custom Fields integrations.

Marketing Automation ideas to integrate Salesforce, Facebook and Custom Fields.

Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Update Field

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Update Field

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Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Update Field

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Salesforce Campaign Trigger to Update Field to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Update Field to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Check Field to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Check Field to Add to Facebook Custom Audience

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Salesforce Field Changed to Remove From Facebook Custom Audience to Update Field

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

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Update Field

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Salesforce Field Changed to Update Field to Remove From Facebook Custom Audience

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

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Salesforce Field Changed to Check Field to Remove From Facebook Custom Audience

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

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Update Field

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Update Field

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Facebook Lead Ad Submitted to Set Salesforce Campaign Member Status to Update Field

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Facebook Lead Ad Submitted to Add Salesforce Task to Update Field

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Facebook Lead Ad Submitted to Check Salesforce Field to Update Field

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Facebook Lead Ad Submitted to Check Salesforce Campaign Member Status to Update Field

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group to Update Field

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Facebook Lead Ad Submitted to Update Salesforce Field to Update Field

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Facebook Lead Ad Submitted to Update Field to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Update Field to Assign Salesforce Lead

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Facebook Lead Ad Submitted to Update Field to Set Salesforce Campaign Member Status

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Facebook Lead Ad Submitted to Update Field to Add Salesforce Task

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Facebook Lead Ad Submitted to Update Field to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Update Field to Update Salesforce Field

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Facebook Lead Ad Submitted to Check Field to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Check Field to Assign Salesforce Lead

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Facebook Lead Ad Submitted to Check Field to Set Salesforce Campaign Member Status

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Facebook Lead Ad Submitted to Check Field to Add Salesforce Task

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Facebook Lead Ad Submitted to Check Field to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Check Field to Update Salesforce Field

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Field Match to Create Salesforce Opportunity to Remove From Facebook Custom Audience

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Field Match to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Field Match to Assign Salesforce Lead to Remove From Facebook Custom Audience

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Field Match to Assign Salesforce Lead to Add to Facebook Custom Audience

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Field Match to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Field Match to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Field Match to Add Salesforce Task to Remove From Facebook Custom Audience

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Field Match to Add Salesforce Task to Add to Facebook Custom Audience

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Field Match to Check Salesforce Field to Remove From Facebook Custom Audience

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Field Match to Check Salesforce Field to Add to Facebook Custom Audience

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Field Match to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Field Match to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Field Match to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Field Match to Assign Salesforce Lead to Group to Add to Facebook Custom Audience

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Field Match to Update Salesforce Field to Remove From Facebook Custom Audience

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

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Field Match to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Field Match to Remove From Facebook Custom Audience to Assign Salesforce Lead

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Field Match to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Field Match to Remove From Facebook Custom Audience to Add Salesforce Task

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Field Match to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group

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Field Match to Remove From Facebook Custom Audience to Update Salesforce Field

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Field Match to Add to Facebook Custom Audience to Create Salesforce Opportunity

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Field Match to Add to Facebook Custom Audience to Assign Salesforce Lead

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Field Match to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status

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Field Match to Add to Facebook Custom Audience to Add Salesforce Task

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Field Match to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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

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Field Match to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity

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Field Match to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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Field Match to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status

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Field Match to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Field Match to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Field Match to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Create Salesforce Opportunity

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Field Match to Remove From Facebook Custom Audience to Add Salesforce Task

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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Field Match to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Facebook Lead Ad Submitted to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Field Match to Add to Facebook Custom Audience to Create Salesforce Opportunity

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

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Facebook Lead Ad Submitted to Check Field to Assign Salesforce Lead to Group

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Salesforce Field Changed to Remove From Facebook Custom Audience to Update Salesforce Field

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Salesforce Field Changed to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Update Salesforce Field

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Salesforce Field Changed to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Salesforce Field Changed to Update Field to Remove From Facebook Custom Audience

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Field Match to Add to Facebook Custom Audience to Add Salesforce Task

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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

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Field Match to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Assign Salesforce Lead

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Showing 88 journey ideas for Salesforce, Facebook and Custom Fields

About the Salesforce integration

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 the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

About the Custom Fields integration

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 the Salesforce integration, Facebook integration and the Custom Fields integration.

Journey 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Field Match
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey 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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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, Facebook and Custom Fields.