Slack + Email + Salesforce integration

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

Marketing Automation ideas to integrate Slack, Email and Salesforce.

Email Activity to Send Slack Message to Create Salesforce Opportunity

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Email Activity to Send Slack Message to Assign Salesforce Lead

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Email Activity to Send Slack Message to Set Salesforce Campaign Member Status

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Email Activity to Send Slack Message to Add Salesforce Task

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Email Activity to Send Slack Message to Assign Salesforce Lead to Group

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Email Activity to Send Slack Message to Update Salesforce Field

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Email Activity to Create Salesforce Opportunity to Send Slack Message

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Email Activity to Assign Salesforce Lead to Send Slack Message

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Email Activity to Set Salesforce Campaign Member Status to Send Slack Message

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Email Activity to Add Salesforce Task to Send Slack Message

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Email Activity to Check Salesforce Field to Send Slack Message

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Email Activity to Check Salesforce Campaign Member Status to Send Slack Message

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Email Activity to Assign Salesforce Lead to Group to Send Slack Message

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Email Activity to Update Salesforce Field to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Send Email

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Salesforce Campaign Trigger to Check Email Status to Send Slack Message

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Salesforce Campaign Trigger to Send Email to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Send Email

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Salesforce Field Changed to Check Email Status to Send Slack Message

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Salesforce Field Changed to Send Email to Send Slack Message

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Salesforce Campaign Trigger to Send Slack Message to Send Email

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Salesforce Field Changed to Send Slack Message to Send Email

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Email Activity to Send Slack Message to Assign Salesforce Lead

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Email Activity to Add Salesforce Task to Send Slack Message

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Email Activity to Send Slack Message to Add Salesforce Task

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Email Activity to Send Email to Send Slack Message

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Email Activity to Set Salesforce Campaign Member Status to Send Slack Message

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Email Activity to Assign Salesforce Lead to Send Slack Message

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Email Activity to Check Email Status to Send Slack Message

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Salesforce Field Changed to Send Email to Send Slack Message

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Email Activity to Send Slack Message to Update Salesforce Field

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Salesforce Campaign Trigger to Send Email to Send Slack Message

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Email Activity to Create Salesforce Opportunity to Send Slack Message

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Email Activity to Send Slack Message to Create Salesforce Opportunity

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Email Activity to Check Salesforce Field to Send Slack Message

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Salesforce Field Changed to Check Email Status to Send Slack Message

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Email Activity to Send Slack Message to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Email Status to Send Slack Message

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Email Activity to Check Salesforce Campaign Member Status to Send Slack Message

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Email Activity to Send Slack Message to Send Email

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Showing 40 journey ideas for Slack, Email and Salesforce

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 Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

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 Slack integration, Email integration and the Salesforce integration.

Journey Triggers

Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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 Slack Message
Send a contextual Slack message to a Slack channel.
Send Email
Send a contact a personalized marketing or transactional email.
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 Slack, Email and Salesforce.