Typeform + Salesforce + Custom Fields integration

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

Marketing Automation ideas to integrate Typeform, Salesforce and Custom Fields.

Typeform Submitted to Create Salesforce Opportunity to Update Field

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Typeform Submitted to Assign Salesforce Lead to Update Field

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Typeform Submitted to Set Salesforce Campaign Member Status to Update Field

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Typeform Submitted to Add Salesforce Task to Update Field

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Typeform Submitted to Check Salesforce Field to Update Field

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Typeform Submitted to Check Salesforce Campaign Member Status to Update Field

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Typeform Submitted to Assign Salesforce Lead to Group to Update Field

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Typeform Submitted to Update Salesforce Field to Update Field

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Typeform Submitted to Update Field to Create Salesforce Opportunity

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Typeform Submitted to Update Field to Assign Salesforce Lead

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Typeform Submitted to Update Field to Set Salesforce Campaign Member Status

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Typeform Submitted to Update Field to Add Salesforce Task

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Typeform Submitted to Update Field to Assign Salesforce Lead to Group

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Typeform Submitted to Update Field to Update Salesforce Field

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Typeform Submitted to Check Field to Create Salesforce Opportunity

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Typeform Submitted to Check Field to Assign Salesforce Lead

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Typeform Submitted to Check Field to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Field to Add Salesforce Task

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Typeform Submitted to Check Field to Assign Salesforce Lead to Group

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Typeform Submitted to Check Field to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Typeform to Update Field

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Salesforce Field Changed to Has Submitted Typeform to Update Field

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Field Match to Has Submitted Typeform to Create Salesforce Opportunity

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Field Match to Has Submitted Typeform to Assign Salesforce Lead

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Field Match to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Field Match to Has Submitted Typeform to Add Salesforce Task

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Field Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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Field Match to Has Submitted Typeform to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task

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Field Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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Typeform Submitted to Assign Salesforce Lead to Update Field

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Typeform Submitted to Has Submitted Typeform to Update Salesforce Field

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Typeform Submitted to Update Field to Create Salesforce Opportunity

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Typeform Submitted to Update Field to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Field to Assign Salesforce Lead to Group

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Typeform Submitted to Update Field to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Has Submitted Typeform to Update Field

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Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field

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Typeform Submitted to Update Field to Assign Salesforce Lead

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Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity

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Typeform Submitted to Update Salesforce Field to Update Field

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Typeform Submitted to Check Field to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Salesforce Campaign Member Status to Update Field

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Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity

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Salesforce Field Changed to Has Submitted Typeform to Update Field

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Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field

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Typeform Submitted to Check Field to Create Salesforce Opportunity

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Showing 48 journey ideas for Typeform, Salesforce and Custom Fields

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 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.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Custom Fields integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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).
Field Match
Add a contact to a journey when a particular 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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

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.
Update Field
Update a 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, Salesforce and Custom Fields.