Salesforce + Lead Scoring Integration

Use Autopilot to automate and integrate Salesforce and Lead Scoring.

Marketing Automation ideas to integrate Salesforce and Lead Scoring

Salesforce Field Changed to Send Email to Change Score

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Person Field Changed to Change Score

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Salesforce Field Changed to Assign Salesforce Lead to Group to Change Score

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Salesforce Field Changed to Update Salesforce Field to Change Score

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Salesforce Field Changed to Change Score

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Salesforce Field Changed to Add Salesforce Task to Change Score

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Salesforce Field Changed to Change Score to Assign Salesforce Lead

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Person Field Changed to Change Score

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Smart Segment Trigger to Change Score to Update Salesforce Field

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Salesforce Field Changed to Change Score

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Person Field Changed to Change Score

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Change Score

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Person Field Changed to Change Score to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Change Score

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Smart Segment Trigger to Change Score

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Salesforce Field Changed to Change Score

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Salesforce Campaign Trigger to Change Score

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Salesforce Campaign Trigger to Change Score to Send Slack Message

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Person Field Changed to Change Score to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Change Score

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Showing 20 of 502 Marketing Automation ideas using Autopilot's Salesforce and Lead Scoring 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 Lead Scoring

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

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).

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.

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.
Change Score
Increases or decrease a number field by a specific amount.

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 Lead Scoring.