Salesforce + Forms Integration

Use Autopilot to automate and integrate Salesforce and Forms.

Marketing Automation ideas to integrate Salesforce and Forms

Form Submitted to Add Salesforce Task to Add Intercom Tag

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Form Submitted to Assign Salesforce Lead to Group

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Form Submitted to Add Intercom Tag

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Form Submitted to Update Field to Create Salesforce Opportunity

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Form Submitted to Assign Salesforce Lead

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Heap Event to Assign Salesforce Lead

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Form Submitted to Update Salesforce Field to Add to List

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Form Submitted to Assign Salesforce Lead

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Salesforce Field Changed to Has Submitted Form to Assign Salesforce Lead

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Salesforce Campaign Trigger to Remove from Google Ads Audience

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Form Submitted to Create Salesforce Opportunity to Add Delay

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Form Submitted to Assign Salesforce Lead

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Form Submitted to Update Field to Assign Salesforce Lead

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Form Submitted to Add Salesforce Task

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Heap Event to Set Salesforce Campaign Member Status

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Form Submitted to Add Delay to Update Salesforce Field

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Form Submitted to Assign Salesforce Lead to Change Score

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Form Submitted to Check Salesforce Campaign Member Status to Add Delay

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Form Submitted to Add to List

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Form Submitted to Add to List

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Showing 20 of 968 Marketing Automation ideas using Autopilot's Salesforce and Forms 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 Forms

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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).
Form Submitted
Add a contact to a journey when they submit a form.

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 Form
Check if a contact has previously submitted a specific form.

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 Forms.