Segment + Salesforce + Wufoo integration

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

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Marketing Automation ideas to integrate Segment, Salesforce and Wufoo.

Salesforce Field Changed to Send Segment Event to Update Salesforce Field

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Segment Event to Send Segment Event to Assign Salesforce Lead

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New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity

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Segment Event to Send Segment Event to Add Salesforce Task

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Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead

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Segment Event to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status

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Segment Event to Has Submitted Wufoo Form to Add Salesforce Task

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Salesforce Field Changed to Check Salesforce Field to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Add Salesforce Task

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Segment Event to Update Salesforce Field to Send Segment Event

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Segment Event to Send Segment Event to Create Salesforce Opportunity

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Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead to Group

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Segment Event to Has Submitted Wufoo Form to Assign Salesforce Lead

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New Wufoo Form Submitted to Set Salesforce Campaign Member Status to Send Segment Event

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Segment Event

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Salesforce Campaign Trigger to Add Salesforce Task to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Set Salesforce Campaign Member Status

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Segment Event to Send Segment Event to Update Salesforce Field

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Segment Event

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Showing 20 journey ideas for Segment, Salesforce and Wufoo

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 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 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 Segment integration, Salesforce integration and the Wufoo integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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

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, Salesforce and Wufoo.