Segment + Wufoo + Salesforce integration

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

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Marketing Automation ideas to integrate Segment, Wufoo and Salesforce.

New Wufoo Form Submitted to Assign Salesforce Lead to Group to Send Segment Event

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Segment Event to Has Submitted Wufoo Form to Send Segment Event

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New Wufoo Form Submitted to Send Segment Event to Assign Salesforce Lead

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

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Salesforce Campaign Trigger to Has Submitted Wufoo Form to Send Segment Event

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New Wufoo Form Submitted to Update Salesforce Field to Send Segment Event

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New Wufoo Form Submitted to Send Segment Event to Add Salesforce Task

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New Wufoo Form Submitted to Send Segment Event to Create Salesforce Opportunity

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Segment Event to Has Submitted Wufoo Form to Add Salesforce Task

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New Wufoo Form Submitted to Has Submitted Wufoo Form to Send Segment Event

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New Wufoo Form Submitted to Create Salesforce Opportunity to Send Segment Event

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Segment Event to Has Submitted Wufoo Form to Update Salesforce Field

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New Wufoo Form Submitted to Send Segment Event to Update Salesforce Field

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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 Create Salesforce Opportunity

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Segment Event to Has Submitted Wufoo Form to Assign Salesforce Lead

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New Wufoo Form Submitted to Check Salesforce Field to Send Segment Event

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

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

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New Wufoo Form Submitted to Add Salesforce Task to Send Segment Event

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Showing 20 journey ideas for Segment, Wufoo 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 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.

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, Wufoo integration and the Salesforce integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo 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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo 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, Wufoo and Salesforce.