Close more Salesforce deals by following up faster

Close more Salesforce deals by following up faster using personalized multi-channel communications such as email and Facebook ads.

About this template

You’re 7 times more likely to have a meaningful conversation with a customer if you respond within the first hour. But a surprising number of companies take over 24 hours to follow up. So how do you follow up faster? In this journey when someone submits the free trial form we immediately assign the lead to a sales person. The lead receives personalized communications on your website as well as via email, and a task is created to make an introduction call. For those organizations with multiple sales people or sales territories Autopilot has the ability to assign leads to specific sales groups.
Tags: Customer Acquisition, B2B Marketing, Software as a Service (SaaS), and Salesforce Marketing Automation
Integrations: Facebook, Headsup, Salesforce

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey


Form Submitted
Add a contact to a journey when they submit a form.


Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
Add Salesforce Task
Create a contextual Salesforce task.
Send Email
Send a contact a personalized marketing or transactional email.
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.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

More marketing automation templates

What’s Autopilot? Watch this video to learn more.