Typeform + Page Visit Tracking + Salesforce integration
Use Autopilot to create journeys that use the Typeform, Page Visit Tracking and Salesforce integrations.
Marketing Automation ideas to integrate Typeform, Page Visit Tracking and Salesforce.
Typeform Submitted to Has Visited Page to Create Salesforce Opportunity
Typeform Submitted to Has Visited Page to Assign Salesforce Lead
Typeform Submitted to Has Visited Page to Set Salesforce Campaign Member Status
Typeform Submitted to Has Visited Page to Add Salesforce Task
Typeform Submitted to Has Visited Page to Assign Salesforce Lead to Group
Typeform Submitted to Has Visited Page to Update Salesforce Field
Page Visited to Has Submitted Typeform to Create Salesforce Opportunity
Page Visited to Has Submitted Typeform to Assign Salesforce Lead
Page Visited to Has Submitted Typeform to Set Salesforce Campaign Member Status
Page Visited to Has Submitted Typeform to Add Salesforce Task
Page Visited to Has Submitted Typeform to Assign Salesforce Lead to Group
Page Visited to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Visited Page to Create Salesforce Opportunity
Page Visited to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Has Visited Page to Assign Salesforce Lead to Group
Page Visited to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Has Visited Page to Set Salesforce Campaign Member Status
Page Visited to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Has Visited Page to Assign Salesforce Lead
Page Visited to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Visited Page to Add Salesforce Task
Page Visited to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Has Visited Page to Update Salesforce Field
Page Visited to Has Submitted Typeform to Update Salesforce Field
Showing 24 journey ideas for Typeform, Page Visit Tracking 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 Page Visit Tracking integration
Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.
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, Page Visit Tracking integration and the Salesforce integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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, Page Visit Tracking and Salesforce.
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