Segment + Forms + Salesforce integration
Use Autopilot to create journeys that use the Segment, Forms and Salesforce integrations.
Marketing Automation ideas to integrate Segment, Forms and Salesforce.
Segment Event to Has Submitted Form to Create Salesforce Opportunity
Segment Event to Has Submitted Form to Assign Salesforce Lead
Segment Event to Has Submitted Form to Set Salesforce Campaign Member Status
Segment Event to Has Submitted Form to Add Salesforce Task
Segment Event to Has Submitted Form to Assign Salesforce Lead to Group
Segment Event to Has Submitted Form to Update Salesforce Field
Form Submitted to Send Segment Event to Create Salesforce Opportunity
Form Submitted to Send Segment Event to Assign Salesforce Lead
Form Submitted to Send Segment Event to Set Salesforce Campaign Member Status
Form Submitted to Send Segment Event to Add Salesforce Task
Form Submitted to Send Segment Event to Assign Salesforce Lead to Group
Form Submitted to Send Segment Event to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Send Segment Event
Form Submitted to Assign Salesforce Lead to Send Segment Event
Form Submitted to Set Salesforce Campaign Member Status to Send Segment Event
Form Submitted to Add Salesforce Task to Send Segment Event
Form Submitted to Check Salesforce Field to Send Segment Event
Form Submitted to Check Salesforce Campaign Member Status to Send Segment Event
Form Submitted to Assign Salesforce Lead to Group to Send Segment Event
Form Submitted to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Has Submitted Form to Send Segment Event
Salesforce Field Changed to Has Submitted Form to Send Segment Event
Segment Event to Has Submitted Form to Update Salesforce Field
Segment Event to Has Submitted Form to Set Salesforce Campaign Member Status
Form Submitted to Check Salesforce Field to Send Segment Event
Form Submitted to Send Segment Event to Set Salesforce Campaign Member Status
Form Submitted to Send Segment Event to Add Salesforce Task
Form Submitted to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Has Submitted Form to Send Segment Event
Segment Event to Has Submitted Form to Add Salesforce Task
Segment Event to Has Submitted Form to Assign Salesforce Lead
Form Submitted to Send Segment Event to Update Salesforce Field
Form Submitted to Send Segment Event to Create Salesforce Opportunity
Segment Event to Has Submitted Form to Assign Salesforce Lead to Group
Form Submitted to Create Salesforce Opportunity to Send Segment Event
Form Submitted to Add Salesforce Task to Send Segment Event
Form Submitted to Has Submitted Form to Send Segment Event
Form Submitted to Assign Salesforce Lead to Send Segment Event
Form Submitted to Set Salesforce Campaign Member Status to Send Segment Event
Form Submitted to Send Segment Event to Assign Salesforce Lead
Form Submitted to Update Salesforce Field to Send Segment Event
Form Submitted to Check Salesforce Campaign Member Status to Send Segment Event
Showing 42 journey ideas for Segment, Forms and Salesforce
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Forms integration and the Salesforce integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Form Submitted
Add a contact to a journey when they submit a form.
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
Has Submitted Form
Check if a contact has previously submitted a specific form.
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
Send Segment Event
Send a contextual Segment Event.
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 Segment, Forms and Salesforce.
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