Typeform + Salesforce + Sendgrid integration

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

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Marketing Automation ideas to integrate Typeform, Salesforce and Sendgrid.

Typeform Submitted to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task

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Typeform Submitted to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Salesforce Field Changed to Has Submitted Typeform to Send Sendgrid Transactional Email

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Typeform Submitted to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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

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Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group

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Typeform Submitted to Send Sendgrid Transactional Email to Update Salesforce Field

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Typeform Submitted to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field

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

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Typeform Submitted to Send Sendgrid Transactional Email to Add Salesforce Task

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Typeform Submitted to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Typeform Submitted to Check Salesforce Field to Send Sendgrid Transactional Email

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

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Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity

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Typeform Submitted to Add Salesforce Task to Send Sendgrid Transactional Email

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Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity

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Typeform Submitted to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Showing 20 journey ideas for Typeform, Salesforce and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Sendgrid 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).

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.