Salesforce + Lead Scoring + NationBuilder integration

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

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

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

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Added to NationBuilder Nation List to Change Score to Assign Salesforce Lead to Group

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Salesforce Field Changed to Change Score to Update Salesforce Field

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New NationBuilder Donor to Change Score to Assign Salesforce Lead to Group

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Added to NationBuilder Nation List to Update Salesforce Field to Change Score

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Salesforce Campaign Trigger to Assign Salesforce Lead to Change Score

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Added to NationBuilder Nation List to Add Salesforce Task to Change Score

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Salesforce Field Changed to Create Salesforce Opportunity to Change Score

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New NationBuilder Donor to Check Salesforce Campaign Member Status to Change Score

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New NationBuilder Person Tag to Check Salesforce Campaign Member Status to Change Score

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NationBuilder Membership Status to Change Score to Create Salesforce Opportunity

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New NationBuilder Person Tag to Assign Salesforce Lead to Group to Change Score

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Added to NationBuilder Nation List to Assign Salesforce Lead to Change Score

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New NationBuilder Person Tag to Create Salesforce Opportunity to Change Score

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New NationBuilder Person Tag to Change Score to Set Salesforce Campaign Member Status

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NationBuilder Membership Status to Create Salesforce Opportunity to Change Score

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Change Score

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New NationBuilder Donor to Set Salesforce Campaign Member Status to Change Score

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Salesforce Campaign Trigger to Change Score to Add Salesforce Task

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Salesforce Campaign Trigger to Add Salesforce Task to Change Score

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Showing 20 journey ideas for Salesforce, Lead Scoring and NationBuilder

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lead Scoring integration and the NationBuilder 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).
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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.

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 NationBuilder.