Salesforce + Lists + Forms integration

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

Marketing Automation ideas to integrate Salesforce, Lists and Forms.

Salesforce Campaign Trigger to Has Submitted Form to Add to List

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Salesforce Campaign Trigger to Has Submitted Form to Remove From List

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Salesforce Field Changed to Has Submitted Form to Add to List

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Salesforce Field Changed to Has Submitted Form to Remove From List

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List Trigger to Has Submitted Form to Create Salesforce Opportunity

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List Trigger to Has Submitted Form to Assign Salesforce Lead

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List Trigger to Has Submitted Form to Set Salesforce Campaign Member Status

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List Trigger to Has Submitted Form to Add Salesforce Task

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List Trigger to Has Submitted Form to Assign Salesforce Lead to Group

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List Trigger to Has Submitted Form to Update Salesforce Field

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Removed From List to Has Submitted Form to Create Salesforce Opportunity

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Removed From List to Has Submitted Form to Assign Salesforce Lead

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Removed From List to Has Submitted Form to Set Salesforce Campaign Member Status

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Removed From List to Has Submitted Form to Add Salesforce Task

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Removed From List to Has Submitted Form to Assign Salesforce Lead to Group

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Removed From List to Has Submitted Form to Update Salesforce Field

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Form Submitted to Create Salesforce Opportunity to Add to List

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Form Submitted to Create Salesforce Opportunity to Remove From List

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Form Submitted to Assign Salesforce Lead to Add to List

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Form Submitted to Assign Salesforce Lead to Remove From List

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Form Submitted to Set Salesforce Campaign Member Status to Add to List

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Form Submitted to Set Salesforce Campaign Member Status to Remove From List

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Form Submitted to Add Salesforce Task to Add to List

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Form Submitted to Add Salesforce Task to Remove From List

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Form Submitted to Check Salesforce Field to Add to List

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Form Submitted to Check Salesforce Field to Remove From List

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Form Submitted to Check Salesforce Campaign Member Status to Add to List

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Form Submitted to Check Salesforce Campaign Member Status to Remove From List

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Form Submitted to Assign Salesforce Lead to Group to Add to List

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Form Submitted to Assign Salesforce Lead to Group to Remove From List

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Form Submitted to Update Salesforce Field to Add to List

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Form Submitted to Update Salesforce Field to Remove From List

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Form Submitted to Add to List to Create Salesforce Opportunity

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Form Submitted to Add to List to Assign Salesforce Lead

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Form Submitted to Add to List to Set Salesforce Campaign Member Status

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Form Submitted to Add to List to Add Salesforce Task

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Form Submitted to Add to List to Assign Salesforce Lead to Group

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Form Submitted to Add to List to Update Salesforce Field

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Form Submitted to Is on List or Segment to Create Salesforce Opportunity

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Form Submitted to Is on List or Segment to Assign Salesforce Lead

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Form Submitted to Is on List or Segment to Set Salesforce Campaign Member Status

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Form Submitted to Is on List or Segment to Add Salesforce Task

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Form Submitted to Is on List or Segment to Assign Salesforce Lead to Group

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Form Submitted to Is on List or Segment to Update Salesforce Field

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Form Submitted to Remove From List to Create Salesforce Opportunity

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Form Submitted to Remove From List to Assign Salesforce Lead

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Form Submitted to Remove From List to Set Salesforce Campaign Member Status

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Form Submitted to Remove From List to Add Salesforce Task

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Form Submitted to Remove From List to Assign Salesforce Lead to Group

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Form Submitted to Remove From List to Update Salesforce Field

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Form Submitted to Check Lead Status to Create Salesforce Opportunity

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Form Submitted to Check Lead Status to Assign Salesforce Lead

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Form Submitted to Check Lead Status to Set Salesforce Campaign Member Status

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Form Submitted to Check Lead Status to Add Salesforce Task

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Form Submitted to Check Lead Status to Assign Salesforce Lead to Group

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Form Submitted to Check Lead Status to Update Salesforce Field

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Salesforce Field Changed to Create Salesforce Opportunity to Remove From List

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Form Submitted to Add to List to Update Salesforce Field

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Salesforce Campaign Trigger to Add to List to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Lead Status to Assign Salesforce Lead to Group

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List Trigger to Remove From List to Create Salesforce Opportunity

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Form Submitted to Check Lead Status to Assign Salesforce Lead to Group

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Removed From List to Add to List to Add Salesforce Task

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Removed From List to Assign Salesforce Lead to Group to Remove From List

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List Trigger to Update Salesforce Field to Remove From List

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Salesforce Field Changed to Add to List to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Is on List or Segment to Set Salesforce Campaign Member Status

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List Trigger to Has Submitted Form to Create Salesforce Opportunity

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Removed From List to Remove From List to Update Salesforce Field

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

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Form Submitted to Assign Salesforce Lead to Group to Remove From List

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add to List

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List Trigger to Is on List or Segment to Add Salesforce Task

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Removed From List to Is on List or Segment to Set Salesforce Campaign Member Status

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Removed From List to Has Submitted Form to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Submitted Form to Remove From List

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Showing 76 journey ideas for Salesforce, Lists and Forms

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 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.

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lists integration and the Forms 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.
Form Submitted
Add a contact to a journey when they submit a form.

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.
Has Submitted Form
Check if a contact has previously submitted a specific form.

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.
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, Lists and Forms.