Salesforce + Facebook + Google Sheets integration

Use Autopilot to create journeys that use the Salesforce, Facebook and Google Sheets integrations.

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Marketing Automation ideas to integrate Salesforce, Facebook and Google Sheets.

Facebook Lead Ad Submitted to Add Salesforce Task to Add to Facebook Custom Audience

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Salesforce Campaign Trigger 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 to Group

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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

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

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Add to Facebook Custom Audience

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

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

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Salesforce Campaign Trigger to Add Salesforce Task to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Assign Salesforce Lead to Add to Facebook Custom Audience

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Add Salesforce Task

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

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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 Update Salesforce Field to New Google Sheet Spreadsheet Row

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Add Salesforce Task

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

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Showing 20 journey ideas for Salesforce, Facebook and Google Sheets

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 Google Sheets integration

Send a new row to your Google Sheet to analyze data from a journey and create visualizations.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Facebook integration and the Google Sheets 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.

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.

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.
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.

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 Google Sheets.