Typeform + Intercom + Salesforce integration

Use Autopilot to create journeys that use the Typeform, Intercom and Salesforce integrations.

Marketing Automation ideas to integrate Typeform, Intercom and Salesforce.

Typeform Submitted to Add Intercom Tag to Create Salesforce Opportunity

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Typeform Submitted to Add Intercom Tag to Assign Salesforce Lead

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Typeform Submitted to Add Intercom Tag to Set Salesforce Campaign Member Status

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Typeform Submitted to Add Intercom Tag to Add Salesforce Task

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Typeform Submitted to Add Intercom Tag to Assign Salesforce Lead to Group

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Typeform Submitted to Add Intercom Tag to Update Salesforce Field

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Typeform Submitted to Create Salesforce Opportunity to Add Intercom Tag

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Typeform Submitted to Assign Salesforce Lead to Add Intercom Tag

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Typeform Submitted to Set Salesforce Campaign Member Status to Add Intercom Tag

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Typeform Submitted to Add Salesforce Task to Add Intercom Tag

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Typeform Submitted to Check Salesforce Field to Add Intercom Tag

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Typeform Submitted to Check Salesforce Campaign Member Status to Add Intercom Tag

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Typeform Submitted to Assign Salesforce Lead to Group to Add Intercom Tag

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Typeform Submitted to Update Salesforce Field to Add Intercom Tag

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New Intercom User to Has Submitted Typeform to Create Salesforce Opportunity

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New Intercom User to Has Submitted Typeform to Assign Salesforce Lead

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New Intercom User to Has Submitted Typeform to Set Salesforce Campaign Member Status

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New Intercom User to Has Submitted Typeform to Add Salesforce Task

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New Intercom User to Has Submitted Typeform to Assign Salesforce Lead to Group

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New Intercom User to Has Submitted Typeform to Update Salesforce Field

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New Intercom Lead to Has Submitted Typeform to Create Salesforce Opportunity

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New Intercom Lead to Has Submitted Typeform to Assign Salesforce Lead

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New Intercom Lead to Has Submitted Typeform to Set Salesforce Campaign Member Status

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New Intercom Lead to Has Submitted Typeform to Add Salesforce Task

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New Intercom Lead to Has Submitted Typeform to Assign Salesforce Lead to Group

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New Intercom Lead to Has Submitted Typeform to Update Salesforce Field

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Intercom Tag to Has Submitted Typeform to Create Salesforce Opportunity

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Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead

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Intercom Tag to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Intercom Tag to Has Submitted Typeform to Add Salesforce Task

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Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead to Group

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Intercom Tag to Has Submitted Typeform to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Typeform to Add Intercom Tag

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Salesforce Field Changed to Has Submitted Typeform to Add Intercom Tag

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New Intercom User to Has Submitted Typeform to Assign Salesforce Lead

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Typeform Submitted to Add Intercom Tag to Assign Salesforce Lead

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Typeform Submitted to Add Intercom Tag to Add Salesforce Task

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Typeform Submitted to Create Salesforce Opportunity to Add Intercom Tag

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Typeform Submitted to Add Intercom Tag to Update Salesforce Field

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Typeform Submitted to Assign Salesforce Lead to Group to Add Intercom Tag

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Intercom Tag to Has Submitted Typeform to Update Salesforce Field

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New Intercom Lead to Has Submitted Typeform to Assign Salesforce Lead to Group

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Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead to Group

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New Intercom User to Has Submitted Typeform to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Submitted Typeform to Add Intercom Tag

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New Intercom User to Has Submitted Typeform to Create Salesforce Opportunity

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New Intercom Lead to Has Submitted Typeform to Add Intercom Tag

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Typeform Submitted to Add Salesforce Task to Add Intercom Tag

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New Intercom User to Has Submitted Typeform to Add Salesforce Task

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Intercom Tag to Has Submitted Typeform to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Has Submitted Typeform to Add Intercom Tag

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Typeform Submitted to Add Intercom Tag to Assign Salesforce Lead to Group

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Typeform Submitted to Check Salesforce Campaign Member Status to Add Intercom Tag

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New Intercom Lead to Has Submitted Typeform to Create Salesforce Opportunity

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Showing 54 journey ideas for Typeform, Intercom and Salesforce

About the Typeform integration

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

About the Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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 Typeform integration, Intercom integration and the Salesforce integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
New Intercom User
Adds new Intercom users to a journey.
New Intercom Lead
Adds new Intercom leads to a journey.
Intercom Tag
Adds an Intercom lead or user to a journey when they are tagged in Intercom.
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).

Conditions

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

Add Intercom Tag
Tags an Intercom lead or user.
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 Typeform, Intercom and Salesforce.