Salesforce + NationBuilder Integration

Use Autopilot to automate and integrate Salesforce and NationBuilder.

Upcoming

Marketing Automation ideas to integrate Salesforce and NationBuilder

New NationBuilder Person Tag to Mail Lob Postcard

Try this free

New Intercom Lead to Set Salesforce Campaign Member Status

Try this free

Added to NationBuilder Nation List to Assign Salesforce Lead to Group to Mail Lob Postcard

Try this free

New NationBuilder Donor to Assign Salesforce Lead to Add Pipedrive Deal

Try this free

New NationBuilder Donor to Check Salesforce Field to Remove from Google Ads Audience

Try this free

New NationBuilder Donor to Assign Salesforce Lead to Send Email

Try this free

NationBuilder Membership Status to Mail Lob Postcard to Update Salesforce Field

Try this free

Added to NationBuilder Nation List to Assign Salesforce Lead

Try this free

Page Visited to Add Salesforce Task

Try this free

New Intercom Lead to Is a NationBuilder Donor? to Assign Salesforce Lead

Try this free

Salesforce Field Changed to Send Email

Try this free

New NationBuilder Person Tag to Add Salesforce Task

Try this free

NationBuilder Membership Status to Assign Salesforce Lead to Group

Try this free

New NationBuilder Person Tag to Create Salesforce Opportunity to Assign Pipedrive Person Owner

Try this free

New NationBuilder Donor to Update Salesforce Field to Add Pipedrive Deal

Try this free

NationBuilder Membership Status to Send Slack Message

Try this free

New NationBuilder Donor to Set Salesforce Campaign Member Status to Send Email

Try this free

NationBuilder Membership Status to Add Pipedrive Deal

Try this free

Salesforce Field Changed to Unsubscribe from Mailchimp Audience

Try this free

NationBuilder Membership Status to Assign Salesforce Lead to Group

Try this free

Showing 20 of 2807 Marketing Automation ideas using Autopilot's Salesforce and NationBuilder 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 NationBuilder

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

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 meets your criteria (e.g. contains a particular word).
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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.

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 NationBuilder.