Salesforce + Page Visit Tracking Integration
Use Autopilot to automate and integrate Salesforce and Page Visit Tracking.
Marketing Automation ideas to integrate Salesforce and Page Visit Tracking
Page Visited to Assign Salesforce Lead to Group
Page Visited to Check Salesforce Field to Update Pipedrive Deal
Salesforce Field Changed to Has Visited Page to Add Salesforce Task
Page Visited to Send Email
Page Visited to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Update Salesforce Field
Person Field Match to Create Salesforce Opportunity
API Trigger to Has Visited Page to Set Salesforce Campaign Member Status
Page Visited to Assign Salesforce Lead to Group
Page Visited to Set Salesforce Campaign Member Status
Page Visited to Send Segment Event to Set Salesforce Campaign Member Status
Page Visited to Update Salesforce Field
Page Visited to Create Salesforce Opportunity
Page Visited to Update Pipedrive Deal to Set Salesforce Campaign Member Status
Page Visited to Send Email to Assign Salesforce Lead to Group
Page Visited to Assign Salesforce Lead to Group
Form Submitted to Has Visited Page to Assign Salesforce Lead
Page Visited to Create Salesforce Opportunity
Page Visited to Check Headsup Status to Create Salesforce Opportunity
Page Visited to Create Salesforce Opportunity
Showing 20 of 504 Marketing Automation ideas using Autopilot's Salesforce and Page Visit Tracking 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 Page Visit Tracking
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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 Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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 Page Visit Tracking.
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