Salesforce + Lists + Stripe integration

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

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Marketing Automation ideas to integrate Salesforce, Lists and Stripe.

Salesforce Field Changed to Remove From List to Set Salesforce Campaign Member Status

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Removed From List to Check Lead Status to Update Salesforce Field

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Removed From List to Check Lead Status to Assign Salesforce Lead

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List Trigger to Update Salesforce Field to Add to List

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List Trigger to Is on List or Segment to Assign Salesforce Lead

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Salesforce Campaign Trigger to Update Salesforce Field to Add to List

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Add to List

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

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Salesforce Field Changed to Is on List or Segment to Assign Salesforce Lead

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Salesforce Campaign Trigger to Remove From List to Update Salesforce Field

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Salesforce Campaign Trigger to Update Salesforce Field to Remove From List

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Salesforce Field Changed to Check Salesforce Field to Remove From List

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List Trigger to Update Salesforce Field to Remove From List

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Removed From List to Add Salesforce Task to Remove From List

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

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Salesforce Field Changed to Create Salesforce Opportunity to Remove From List

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Salesforce Campaign Trigger to Add to List to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Lead Status to Add Salesforce Task

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List Trigger to Is on List or Segment to Assign Salesforce Lead to Group

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List Trigger to Is on List or Segment to Update Salesforce Field

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Showing 20 journey ideas for Salesforce, Lists and Stripe

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 Stripe integration

Stripe is the best way to accept payments online. Stripe aims to expand internet commerce by making it easy to process transactions and manage an online business. Stripe now processes billions of dollars a year for thousands of businesses, from newly-launched start-ups to Fortune 500 companies. Since Stripe powers so many new businesses, it's a snapshot of how the internet is changing; many users are in categories that barely existed five years ago.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Lists integration and the Stripe 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.
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 Stripe.