Salesforce + Lead Scoring + Lists integration

Use Autopilot to create journeys that use the Salesforce, Lead Scoring and Lists integrations.

Marketing Automation ideas to integrate Salesforce, Lead Scoring and Lists.

Salesforce Campaign Trigger to Change Score to Add to List

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Salesforce Campaign Trigger to Change Score to Remove From List

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Salesforce Campaign Trigger to Add to List to Change Score

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Salesforce Campaign Trigger to Is on List or Segment to Change Score

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Salesforce Campaign Trigger to Remove From List to Change Score

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Salesforce Campaign Trigger to Check Lead Status to Change Score

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Salesforce Field Changed to Change Score to Add to List

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Salesforce Field Changed to Change Score to Remove From List

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Salesforce Field Changed to Add to List to Change Score

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Salesforce Field Changed to Is on List or Segment to Change Score

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Salesforce Field Changed to Remove From List to Change Score

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Salesforce Field Changed to Check Lead Status to Change Score

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List Trigger to Create Salesforce Opportunity to Change Score

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List Trigger to Assign Salesforce Lead to Change Score

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List Trigger to Set Salesforce Campaign Member Status to Change Score

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List Trigger to Add Salesforce Task to Change Score

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List Trigger to Check Salesforce Field to Change Score

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List Trigger to Check Salesforce Campaign Member Status to Change Score

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List Trigger to Assign Salesforce Lead to Group to Change Score

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List Trigger to Update Salesforce Field to Change Score

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List Trigger to Change Score to Create Salesforce Opportunity

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List Trigger to Change Score to Assign Salesforce Lead

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List Trigger to Change Score to Set Salesforce Campaign Member Status

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List Trigger to Change Score to Add Salesforce Task

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List Trigger to Change Score to Assign Salesforce Lead to Group

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List Trigger to Change Score to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Change Score

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Removed From List to Assign Salesforce Lead to Change Score

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Removed From List to Set Salesforce Campaign Member Status to Change Score

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Removed From List to Add Salesforce Task to Change Score

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Removed From List to Check Salesforce Field to Change Score

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Removed From List to Check Salesforce Campaign Member Status to Change Score

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Removed From List to Assign Salesforce Lead to Group to Change Score

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Removed From List to Update Salesforce Field to Change Score

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Removed From List to Change Score to Create Salesforce Opportunity

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Removed From List to Change Score to Assign Salesforce Lead

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Removed From List to Change Score to Set Salesforce Campaign Member Status

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Removed From List to Change Score to Add Salesforce Task

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Removed From List to Change Score to Assign Salesforce Lead to Group

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Removed From List to Change Score to Update Salesforce Field

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Change Score

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Removed From List to Change Score to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Add to List to Change Score

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Removed From List to Assign Salesforce Lead to Group to Change Score

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List Trigger to Set Salesforce Campaign Member Status to Change Score

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Salesforce Campaign Trigger to Is on List or Segment to Change Score

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Salesforce Field Changed to Check Salesforce Field to Change Score

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

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Removed From List to Set Salesforce Campaign Member Status to Change Score

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Removed From List to Create Salesforce Opportunity to Change Score

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List Trigger to Check Salesforce Field to Change Score

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Salesforce Field Changed to Create Salesforce Opportunity to Change Score

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Salesforce Campaign Trigger to Change Score to Add Salesforce Task

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Removed From List to Change Score to Create Salesforce Opportunity

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Removed From List to Assign Salesforce Lead to Change Score

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Removed From List to Add Salesforce Task to Change Score

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Removed From List to Update Salesforce Field to Change Score

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

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Removed From List to Check Salesforce Field to Change Score

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Salesforce Field Changed to Change Score to Remove From List

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Showing 60 journey ideas for Salesforce, Lead Scoring and Lists

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 Lead Scoring integration

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.

About the Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lead Scoring integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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.
Change Score
Increases or decrease a number field by a specific amount.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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, Lead Scoring and Lists.