Salesforce + Instapage + Page Visit Tracking integration

Use Autopilot to create journeys that use the Salesforce, Instapage and Page Visit Tracking integrations.

Marketing Automation ideas to integrate Salesforce, Instapage and Page Visit Tracking.

Instapage Form Submitted to Has Visited Page to Create Salesforce Opportunity

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Instapage Form Submitted to Has Visited Page to Assign Salesforce Lead

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Instapage Form Submitted to Has Visited Page to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Has Visited Page to Add Salesforce Task

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Instapage Form Submitted to Has Visited Page to Assign Salesforce Lead to Group

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Instapage Form Submitted to Has Visited Page to Update Salesforce Field

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Instapage Form Submitted to Has Visited Page to Update Salesforce Field

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Instapage Form Submitted to Has Visited Page to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Has Visited Page to Assign Salesforce Lead to Group

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Instapage Form Submitted to Has Visited Page to Add Salesforce Task

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Instapage Form Submitted to Has Visited Page to Create Salesforce Opportunity

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Instapage Form Submitted to Has Visited Page to Assign Salesforce Lead

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Showing 12 journey ideas for Salesforce, Instapage and Page Visit Tracking

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 Instapage integration

Instapage helps advertisers increase conversions by enabling the creation, personalization, and optimization of landing pages at scale.

About the Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Instapage integration and the Page Visit Tracking 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).
Instapage Form Submitted
Using form capture, captures a form submission and relevant details from an Instapage form
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other 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 Visited Page
Check if a contact has visited a specific page, or a page that 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.

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, Instapage and Page Visit Tracking.