Salesforce + Sendgrid + Kissmetrics integration

Use Autopilot to create journeys that use the Salesforce, Sendgrid and Kissmetrics integrations.

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Marketing Automation ideas to integrate Salesforce, Sendgrid and Kissmetrics.

Salesforce Field Changed to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Update Salesforce Field

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Salesforce Field Changed to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Check Salesforce Field to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Field Changed to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Salesforce Field Changed to Update Salesforce Field to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Add Salesforce Task to Send Sendgrid Transactional Email

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Kissmetrics Event to Send Sendgrid Transactional Email

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Salesforce Field Changed to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Send Kissmetrics Event

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add Salesforce Task

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Salesforce Field Changed to Send Sendgrid Transactional Email to Update Salesforce Field

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Showing 20 journey ideas for Salesforce, Sendgrid and Kissmetrics

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

About the Kissmetrics integration

Kissmetrics is a person-based analytics package that makes it insanely easy to track events and funnels online helping you focus on the important bits of your online business.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Sendgrid integration and the Kissmetrics 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).

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.

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the journey.

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, Sendgrid and Kissmetrics.