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.
Add Intercom Tag to Has Submitted Typeform to Create Salesforce Opportunity
Add Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead
Add Intercom Tag to Has Submitted Typeform to Set Salesforce Campaign Member Status
Add Intercom Tag to Has Submitted Typeform to Add Salesforce Task
Add Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead to Group
Add Intercom Tag to Has Submitted Typeform to Update Salesforce Field
New Intercom User to Has Submitted Typeform to Create Salesforce Opportunity
New Intercom User to Has Submitted Typeform to Assign Salesforce Lead
New Intercom User to Has Submitted Typeform to Set Salesforce Campaign Member Status
New Intercom User to Has Submitted Typeform to Add Salesforce Task
New Intercom User to Has Submitted Typeform to Assign Salesforce Lead to Group
New Intercom User to Has Submitted Typeform to Update Salesforce Field
New Intercom Lead to Has Submitted Typeform to Create Salesforce Opportunity
New Intercom Lead to Has Submitted Typeform to Assign Salesforce Lead
New Intercom Lead to Has Submitted Typeform to Set Salesforce Campaign Member Status
New Intercom Lead to Has Submitted Typeform to Add Salesforce Task
New Intercom Lead to Has Submitted Typeform to Assign Salesforce Lead to Group
New Intercom Lead to Has Submitted Typeform to Update Salesforce Field
Intercom Tag to Has Submitted Typeform to Create Salesforce Opportunity
Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead
Intercom Tag to Has Submitted Typeform to Set Salesforce Campaign Member Status
Intercom Tag to Has Submitted Typeform to Add Salesforce Task
Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead to Group
Intercom Tag to Has Submitted Typeform to Update Salesforce Field
Add Intercom Tag to Has Submitted Typeform to Create Salesforce Opportunity
New Intercom Lead to Has Submitted Typeform to Assign Salesforce Lead
Intercom Tag to Has Submitted Typeform to Update Salesforce Field
Intercom Tag to Has Submitted Typeform to Add Salesforce Task
Add Intercom Tag to Has Submitted Typeform to Update Salesforce Field
New Intercom Lead to Has Submitted Typeform to Set Salesforce Campaign Member Status
Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead to Group
New Intercom Lead to Has Submitted Typeform to Create Salesforce Opportunity
New Intercom Lead to Has Submitted Typeform to Assign Salesforce Lead to Group
Add Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead to Group
Add Intercom Tag to Has Submitted Typeform to Add Salesforce Task
New Intercom User to Has Submitted Typeform to Set Salesforce Campaign Member Status
Add Intercom Tag to Has Submitted Typeform to Set Salesforce Campaign Member Status
Intercom Tag to Has Submitted Typeform to Assign Salesforce Lead
New Intercom User to Has Submitted Typeform to Create Salesforce Opportunity
New Intercom User to Has Submitted Typeform to Add Salesforce Task
New Intercom Lead to Has Submitted Typeform to Update Salesforce Field
Intercom Tag to Has Submitted Typeform to Set Salesforce Campaign Member Status
Intercom Tag to Has Submitted Typeform to Create Salesforce Opportunity
New Intercom User to Has Submitted Typeform to Update Salesforce Field
Showing 44 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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add 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 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
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.
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