Salesforce + Google Sheets + Smart Segments integration
Use Autopilot to create journeys that use the Salesforce, Google Sheets and Smart Segments integrations.
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Marketing Automation ideas to integrate Salesforce, Google Sheets and Smart Segments.
Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group
Salesforce Field Changed to New Google Sheet Spreadsheet Row to Update Salesforce Field
Salesforce Field Changed to New Google Sheet Spreadsheet Row to Create Salesforce Opportunity
Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Add Salesforce Task
Smart Segment Trigger to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row
Smart Segment Trigger to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add Salesforce Task to New Google Sheet Spreadsheet Row
Smart Segment Trigger to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row
Smart Segment Trigger to Assign Salesforce Lead to New Google Sheet Spreadsheet Row
Salesforce Field Changed to Check Salesforce Field to New Google Sheet Spreadsheet Row
Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Create Salesforce Opportunity
Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Assign Salesforce Lead
Smart Segment Trigger to New Google Sheet Spreadsheet Row to Create Salesforce Opportunity
Salesforce Campaign Trigger to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row
Salesforce Field Changed to Update Salesforce Field to New Google Sheet Spreadsheet Row
Salesforce Field Changed to New Google Sheet Spreadsheet Row to Add Salesforce Task
Salesforce Field Changed to Add Salesforce Task to New Google Sheet Spreadsheet Row
Salesforce Campaign Trigger to Check Salesforce Field to New Google Sheet Spreadsheet Row
Salesforce Field Changed to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row
Smart Segment Trigger to Check Salesforce Field to New Google Sheet Spreadsheet Row
Showing 20 journey ideas for Salesforce, Google Sheets and Smart Segments
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 Google Sheets integration
Send a new row to your Google Sheet to analyze data from a journey and create visualizations.
About the Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Google Sheets integration and the Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
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.
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, Google Sheets and Smart Segments.
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