Salesforce + Instapage + Typeform integration

Use Autopilot to create journeys that use the Salesforce, Instapage and Typeform integrations.

Marketing Automation ideas to integrate Salesforce, Instapage and Typeform.

Instapage Form Submitted to Has Submitted Typeform to Create Salesforce Opportunity

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Instapage Form Submitted to Has Submitted Typeform to Assign Salesforce Lead

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Instapage Form Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Has Submitted Typeform to Add Salesforce Task

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Instapage Form Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group

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Instapage Form Submitted to Has Submitted Typeform to Update Salesforce Field

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Instapage Form Submitted to Has Submitted Typeform to Assign Salesforce Lead

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Instapage Form Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Has Submitted Typeform to Add Salesforce Task

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Instapage Form Submitted to Has Submitted Typeform to Update Salesforce Field

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Instapage Form Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group

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Instapage Form Submitted to Has Submitted Typeform to Create Salesforce Opportunity

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Showing 12 journey ideas for Salesforce, Instapage and Typeform

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 Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Instapage integration and the Typeform 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
Typeform Submitted
Add a contact to a journey when they submit a Typeform.

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 Typeform
Check if a contact has previously submitted a specific Typeform.

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 Typeform.