Salesforce + Patreon + Forms integration

Use Autopilot to create journeys that use the Salesforce, Patreon and Forms integrations.

Upcoming

Marketing Automation ideas to integrate Salesforce, Patreon and Forms.

Patreon Status to Has Submitted Form to Assign Salesforce Lead

Try this free

New Patreon Patron to Has Submitted Form to Set Salesforce Campaign Member Status

Try this free

New Patreon Patron to Has Submitted Form to Add Salesforce Task

Try this free

Patreon Status to Has Submitted Form to Set Salesforce Campaign Member Status

Try this free

New Patreon Patron to Has Submitted Form to Update Salesforce Field

Try this free

Patreon Status to Has Submitted Form to Assign Salesforce Lead to Group

Try this free

Patreon Status to Has Submitted Form to Add Salesforce Task

Try this free

Patreon Status to Has Submitted Form to Update Salesforce Field

Try this free

New Patreon Patron to Has Submitted Form to Assign Salesforce Lead to Group

Try this free

New Patreon Patron to Has Submitted Form to Assign Salesforce Lead

Try this free

Patreon Status to Has Submitted Form to Create Salesforce Opportunity

Try this free

New Patreon Patron to Has Submitted Form to Create Salesforce Opportunity

Try this free

Showing 12 journey ideas for Salesforce, Patreon 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 Patreon integration

Patreon is a membership platform that makes it easy for artists and creators to get paid. Join over 50000 creators earning salaries from over 1000000 monthly patrons.

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, Patreon 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).
Patreon Status
Check if contact is a current patron.
New Patreon Patron
Add new patrons to a journey.
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.

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, Patreon and Forms.