Salesforce + NationBuilder Integration

Use Autopilot to automate and integrate Salesforce and NationBuilder.

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Marketing Automation ideas to integrate Salesforce and NationBuilder

Added to NationBuilder Nation List to Set Salesforce Campaign Member Status

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Typeform Submitted to Is a NationBuilder Donor? to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Is a NationBuilder Donor? to Assign Salesforce Lead

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New NationBuilder Donor to Assign Salesforce Lead to Group

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Added to NationBuilder Nation List to Add Salesforce Task

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New NationBuilder Person Tag to Add to Facebook Custom Audience to Update Salesforce Field

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API Trigger to Update Salesforce Field

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Added to NationBuilder Nation List to Assign Salesforce Lead to Group to Change Score

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Added to NationBuilder Nation List to Add Delay to Create Salesforce Opportunity

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Added to NationBuilder Nation List to Add a Pipedrive Deal

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New NationBuilder Donor to Update Salesforce Field

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New NationBuilder Donor to Update Salesforce Field to Add Delay

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New NationBuilder Person Tag to Check Salesforce Campaign Member Status to Add a Pipedrive Deal

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New NationBuilder Donor to Add Salesforce Task

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Added to NationBuilder Nation List to Assign Salesforce Lead to Group

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NationBuilder Membership Status to Add Delay

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New NationBuilder Donor to Update Salesforce Field to Add a Pipedrive Deal

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NationBuilder Membership Status to Add a Pipedrive Deal

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NationBuilder Membership Status to Set Salesforce Campaign Member Status

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NationBuilder Membership Status to Set Salesforce Campaign Member Status

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Showing 20 of 2694 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's value 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.