Salesforce + Slack + Wufoo integration

Use Autopilot to create journeys that use the Salesforce, Slack and Wufoo integrations.

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Marketing Automation ideas to integrate Salesforce, Slack and Wufoo.

Salesforce Field Changed to Send Slack Message to Create Salesforce Opportunity

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Salesforce Field Changed to Has Submitted Wufoo Form to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Update Salesforce Field

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Add Salesforce Task

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Assign Salesforce Lead to Group

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New Wufoo Form Submitted to Send Slack Message to Update Salesforce Field

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Salesforce Field Changed to Check Salesforce Field to Send Slack Message

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Salesforce Campaign Trigger to Has Submitted Wufoo Form to Send Slack Message

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Salesforce Campaign Trigger to Check Salesforce Field to Send Slack Message

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New Wufoo Form Submitted to Add Salesforce Task to Send Slack Message

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Create Salesforce Opportunity

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Salesforce Field Changed to Update Salesforce Field to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Assign Salesforce Lead to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Assign Salesforce Lead

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Salesforce Field Changed to Send Slack Message to Update Salesforce Field

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Salesforce Field Changed to Assign Salesforce Lead to Group to Send Slack Message

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Showing 20 journey ideas for Salesforce, Slack and Wufoo

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 Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

About the Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Slack integration and the Wufoo 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).
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo 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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo 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.
Send Slack Message
Send a contextual Slack message to a Slack channel.

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, Slack and Wufoo.