Salesforce + Typeform Integration

Use Autopilot to automate and integrate Salesforce and Typeform.

Marketing Automation ideas to integrate Salesforce and Typeform

Form Submitted to Has Submitted Typeform to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity

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Email Activity to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity

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Typeform Submitted to Add Salesforce Task

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Typeform Submitted to Remove From List

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Typeform Submitted to Set Salesforce Campaign Member Status

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Twilio SMS Received to Set Salesforce Campaign Member Status

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Typeform Submitted to Add Salesforce Task

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Page Visited to Has Submitted Typeform to Add Salesforce Task

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Typeform Submitted to Create Salesforce Opportunity

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Form Submitted to Add Salesforce Task

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Page Visited to Has Submitted Typeform to Create Salesforce Opportunity

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Typeform Submitted to Update Salesforce Field to Remove From List

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Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead

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Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Email Activity to Set Salesforce Campaign Member Status

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Typeform Submitted to Set Salesforce Campaign Member Status to Remove From List

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Typeform Submitted to Remove From List

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Form Submitted to Assign Salesforce Lead to Group

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Showing 20 of 516 Marketing Automation ideas using Autopilot's Salesforce and Typeform 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 Typeform

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

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's value meets your criteria (e.g. contains a particular word).
Typeform Submitted
Add a contact to a journey when they submit a Typeform.

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 Typeform
Check if a contact has previously submitted a specific Typeform.

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 Typeform.