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 Update HubSpot CRM Deal Stage to Create Salesforce Opportunity
Added to NationBuilder Nation List to Check Salesforce Field to Send Push Notification
NationBuilder Membership Status to Send Twilio SMS to Set Salesforce Campaign Member Status
NationBuilder Membership Status to Add Salesforce Task
Added to NationBuilder Nation List to Is a NationBuilder Donor? to Create Salesforce Opportunity
Added to NationBuilder Nation List to Add Salesforce Task to Send Push Notification
Added to NationBuilder Nation List to Send Push Notification
New NationBuilder Donor to Assign Salesforce Lead to Group
New Drift Contact to Is a NationBuilder Donor? to Add Salesforce Task
Instapage Form Submitted to Is a NationBuilder Donor? to Add Salesforce Task
Added to NationBuilder Nation List to Send Twilio SMS
Instapage Form Submitted to Update Salesforce Field
New NationBuilder Person Tag to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
Added to NationBuilder Nation List to Add to Google Ads Audience
Added to NationBuilder Nation List to Set Salesforce Campaign Member Status
New NationBuilder Person Tag to Check Email Status to Create Salesforce Opportunity
Added to NationBuilder Nation List to Assign Pipedrive Person Owner to Add Salesforce Task
Added to NationBuilder Nation List to Update Salesforce Field
Salesforce Campaign Trigger to Is a NationBuilder Donor? to Assign Pipedrive Person Owner
Added to NationBuilder Nation List to Update Salesforce Field
Showing 20 of 2014 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.
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