Salesforce + Mixpanel + Forms integration
Use Autopilot to create journeys that use the Salesforce, Mixpanel and Forms integrations.
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Marketing Automation ideas to integrate Salesforce, Mixpanel and Forms.
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Mixpanel Event
Salesforce Field Changed to Send Mixpanel Event to Add Salesforce Task
Mixpanel Event to Assign Salesforce Lead to Group to Send Mixpanel Event
Form Submitted to Send Mixpanel Event to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Send Mixpanel Event
Mixpanel Event to Check Salesforce Field to Send Mixpanel Event
Form Submitted to Send Mixpanel Event to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Salesforce Field to Send Mixpanel Event
Salesforce Campaign Trigger to Send Mixpanel Event to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Mixpanel Event
Salesforce Field Changed to Add Salesforce Task to Send Mixpanel Event
Salesforce Campaign Trigger to Add Salesforce Task to Send Mixpanel Event
Form Submitted to Send Mixpanel Event to Assign Salesforce Lead
Salesforce Campaign Trigger to Send Mixpanel Event to Set Salesforce Campaign Member Status
Mixpanel Event to Update Salesforce Field to Send Mixpanel Event
Form Submitted to Send Mixpanel Event to Assign Salesforce Lead to Group
Salesforce Field Changed to Send Mixpanel Event to Assign Salesforce Lead to Group
Mixpanel Event to Send Mixpanel Event to Set Salesforce Campaign Member Status
Mixpanel Event to Has Submitted Form to Assign Salesforce Lead
Mixpanel Event to Has Submitted Form to Create Salesforce Opportunity
Showing 20 journey ideas for Salesforce, Mixpanel 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 Mixpanel integration
Mixpanel is the most advanced analytics platform for mobile & web. It helps businesses grow by helping them understand how their users behave and use their products by tracking actions people take rather than page views. Mixpanel's mission is to help the world learn from its data.
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, Mixpanel 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).
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
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.
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.
Send Mixpanel Event
Send a Mixpanel Event.
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, Mixpanel and Forms.
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