Salesforce + Lists Integration

Use Autopilot to automate and integrate Salesforce and Lists.

Marketing Automation ideas to integrate Salesforce and Lists

List Trigger to Create Salesforce Opportunity

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Removed From List to Update Salesforce Field

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Salesforce Field Changed to Add to List to Remove From Facebook Custom Audience

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List Trigger to Remove From Facebook Custom Audience to Update Salesforce Field

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List Trigger to Set Salesforce Campaign Member Status

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Removed From List to Remove From List to Set Salesforce Campaign Member Status

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Removed From List to Is on List or Segment to Create Salesforce Opportunity

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Removed From List to Is on List or Segment to Assign Salesforce Lead

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Removed From List to Assign Salesforce Lead

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Removed From List to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Time Trigger to Set Salesforce Campaign Member Status

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Removed From List to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Add to List

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Salesforce Field Changed to Remove From List to Assign Salesforce Lead to Group

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List Trigger to Update Salesforce Field

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List Trigger to Add Salesforce Task

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Salesforce Campaign Trigger to Remove From List to Remove From Facebook Custom Audience

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List Trigger to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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List Trigger to Add Salesforce Task

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List Trigger to Assign Salesforce Lead to Group

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Showing 20 of 1506 Marketing Automation ideas using Autopilot's Salesforce and Lists 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 Lists

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 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).
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.

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.
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 and Lists.