Typeform + Salesforce + Smart Segments integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Smart Segments integrations.
Marketing Automation ideas to integrate Typeform, Salesforce and Smart Segments.
Smart Segment Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Smart Segment Trigger to Has Submitted Typeform to Assign Salesforce Lead
Smart Segment Trigger to Has Submitted Typeform to Set Salesforce Campaign Member Status
Smart Segment Trigger to Has Submitted Typeform to Add Salesforce Task
Smart Segment Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Smart Segment Trigger to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead
Smart Segment Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Smart Segment Trigger to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Smart Segment Trigger to Has Submitted Typeform to Update Salesforce Field
Smart Segment Trigger to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Smart Segment Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Smart Segment Trigger to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Showing 26 journey ideas for Typeform, Salesforce and Smart Segments
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 Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Typeform integration, Salesforce integration and the Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
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 Smart Segments.
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