Salesforce + Lead Scoring + Shopify integration

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

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

Has Abandoned Shopify Cart to Check Salesforce Field to Change Score

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Has Abandoned Shopify Cart to Change Score to Assign Salesforce Lead to Group

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New Shopify Customer to Check Salesforce Field to Change Score

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New Shopify Customer to Add Salesforce Task to Change Score

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Salesforce Field Changed to Add Salesforce Task to Change Score

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New Shopify Customer to Update Salesforce Field to Change Score

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Shopify Abandoned Cart to Change Score to Add Salesforce Task

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Has Abandoned Shopify Cart to Set Salesforce Campaign Member Status to Change Score

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

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New Shopify Customer to Assign Salesforce Lead to Change Score

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Shopify Abandoned Cart to Change Score to Set Salesforce Campaign Member Status

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Has Abandoned Shopify Cart to Change Score to Assign Salesforce Lead

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

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Salesforce Campaign Trigger to Assign Salesforce Lead to Change Score

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New Shopify Customer to Change Score to Update Salesforce Field

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Salesforce Campaign Trigger to Change Score to Assign Salesforce Lead to Group

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New Shopify Customer to Change Score to Create Salesforce Opportunity

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New Shopify Customer to Change Score to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Change Score to Create Salesforce Opportunity

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Shopify Abandoned Cart to Assign Salesforce Lead to Change Score

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Showing 20 journey ideas for Salesforce, Lead Scoring and Shopify

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 Shopify integration

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. Merchants can use the software to design, set up, and manage their stores across multiple sales channels, including web, mobile, social media, marketplaces, brick-and-mortar locations, and pop-up shops. The platform also provides merchants with a powerful back-office and a single view of their business. The Shopify platform was engineered for reliability and scale, making enterprise-level technology available to businesses of all sizes. Shopify currently powers over 377,500 businesses in approximately 175 countries and is trusted by brands such as Tesla, Red Bull, Nestle, GE, Kylie Cosmetics, and many more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lead Scoring integration and the Shopify 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).
Has Abandoned Shopify Cart
Check if the contact has a current Shopify abandoned cart.
Shopify Abandoned Cart
Add a new contact to a journey when they abandon a Shopify cart.
New Shopify Customer
Triggers a contact into a journey when a new customer is added to Shopify.

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.

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 Shopify.