Typeform + NationBuilder + Salesforce integration
Use Autopilot to create journeys that use the Typeform, NationBuilder and Salesforce integrations.
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Marketing Automation ideas to integrate Typeform, NationBuilder and Salesforce.
Added to NationBuilder Nation List to Has Submitted Typeform to Assign Salesforce Lead
New NationBuilder Person Tag to Has Submitted Typeform to Assign Salesforce Lead
NationBuilder Membership Status to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Is a NationBuilder Donor? to Update Salesforce Field
Typeform Submitted to Is a NationBuilder Donor? to Set Salesforce Campaign Member Status
New NationBuilder Donor to Has Submitted Typeform to Add Salesforce Task
NationBuilder Membership Status to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Is a NationBuilder Donor? to Create Salesforce Opportunity
New NationBuilder Person Tag to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Is a NationBuilder Donor? to Add Salesforce Task
Added to NationBuilder Nation List to Has Submitted Typeform to Update Salesforce Field
NationBuilder Membership Status to Has Submitted Typeform to Set Salesforce Campaign Member Status
New NationBuilder Donor to Has Submitted Typeform to Assign Salesforce Lead to Group
New NationBuilder Person Tag to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Is a NationBuilder Donor? to Assign Salesforce Lead
NationBuilder Membership Status to Has Submitted Typeform to Update Salesforce Field
Added to NationBuilder Nation List to Has Submitted Typeform to Create Salesforce Opportunity
New NationBuilder Donor to Has Submitted Typeform to Set Salesforce Campaign Member Status
Added to NationBuilder Nation List to Has Submitted Typeform to Assign Salesforce Lead to Group
NationBuilder Membership Status to Has Submitted Typeform to Add Salesforce Task
Showing 20 journey ideas for Typeform, NationBuilder 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 NationBuilder integration
NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.
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, NationBuilder integration and the Salesforce integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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, NationBuilder and Salesforce.
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