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
Typeform Submitted to Assign Salesforce Lead to Update Field
Typeform Submitted to Set Salesforce Campaign Member Status to Update Field
Typeform Submitted to Add Salesforce Task to Update Field
Typeform Submitted to Check Salesforce Field to Update Field
Typeform Submitted to Check Salesforce Campaign Member Status to Update Field
Typeform Submitted to Assign Salesforce Lead to Group to Update Field
Typeform Submitted to Update Salesforce Field to Update Field
Typeform Submitted to Update Field to Create Salesforce Opportunity
Typeform Submitted to Update Field to Assign Salesforce Lead
Typeform Submitted to Update Field to Set Salesforce Campaign Member Status
Typeform Submitted to Update Field to Add Salesforce Task
Typeform Submitted to Update Field to Assign Salesforce Lead to Group
Typeform Submitted to Update Field to Update Salesforce Field
Typeform Submitted to Check Field to Create Salesforce Opportunity
Typeform Submitted to Check Field to Assign Salesforce Lead
Typeform Submitted to Check Field to Set Salesforce Campaign Member Status
Typeform Submitted to Check Field to Add Salesforce Task
Typeform Submitted to Check Field to Assign Salesforce Lead to Group
Typeform Submitted to Check Field to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Update Field
Salesforce Field Changed to Has Submitted Typeform to Update Field
Field Match to Has Submitted Typeform to Create Salesforce Opportunity
Field Match to Has Submitted Typeform to Assign Salesforce Lead
Field Match to Has Submitted Typeform to Set Salesforce Campaign Member Status
Field Match to Has Submitted Typeform to Add Salesforce Task
Field Match to Has Submitted Typeform to Assign Salesforce Lead to Group
Field Match to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Update Field to Create Salesforce Opportunity
Typeform Submitted to Add Salesforce Task to Update Field
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Campaign Trigger to Has Submitted Typeform to Update Field
Field Match to Has Submitted Typeform to Assign Salesforce Lead to Group
Field Match to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Field Match to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Check Field to Assign Salesforce Lead
Field Match to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Check Field to Add Salesforce Task
Typeform Submitted to Update Field to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Check Field to Update Salesforce Field
Typeform Submitted to Create Salesforce Opportunity to Update Field
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Set Salesforce Campaign Member Status to Update Field
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
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.
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