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Autopilot Journeys + Salesforce

Add new Autopilot Journeys contacts to Salesforce as records

Easily keep track of new contacts in your Autopilot Journeys by creating corresponding records in your Salesforce CRM with this efficient workflow. When a contact is added to a list in Autopilot Journeys, the automation instantly creates a new record in Salesforce, ensuring seamless organization and helping your sales team stay updated on potential leads without any manual intervention. This seamless integration simplifies contact management and keeps your databases up-to-date at all times.

Easily keep track of new contacts in your Autopilot Journeys by creating corresponding records in your Salesforce CRM with this efficient workflow. When a contact is added to a list in Autopilot Journeys, the automation instantly creates a new record in Salesforce, ensuring seamless organization and helping your sales team stay updated on potential leads without any manual intervention. This seamless integration simplifies contact management and keeps your databases up-to-date at all times.

  1. When this happens...
    Autopilot JourneysAutopilot Journeys
    Contact Added to List

    Triggers when a contact is newly added to list.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Autopilot Journeys triggers, actions, and search

    Contact Added

    Triggers when a contact is newly added.

    Trigger
    Instant
    Try It

    • Contact ListRequired

    Trigger
    Instant
    Try It

    • Contact ListRequired

    • EmailRequired

    • First Name

    • Last Name

    • Salutation

    • Company

    • Title

    • Industry

    • Phone

    • Mobile

    • Fax

    • Website

    • Mailing Street

    • Mailing City

    • Mailing State

    • Mailing Postal Code

    • Mailing Country

    • Lead Owner

    • Lead Source

    • Lead Status

    • Twitter

    • LinkedIn

    Action
    Write

    • EmailRequired

    Action
    Write

    • Contact ListRequired

    Trigger
    Instant
    Try It
  • Autopilot Journeys triggers, actions, and search

    Contact Unsubscribes

    Triggers when a contact unsubscribes from Autopilot.

    Trigger
    Instant
    Try It

    • Contact List

    • EmailRequired

    • First Name

    • Last Name

    • Salutation

    • Company

    • Title

    • Industry

    • Phone

    • Mobile

    • Fax

    • Website

    • Mailing Street

    • Mailing City

    • Mailing State

    • Mailing Postal Code

    • Mailing Country

    • Lead Owner

    • Lead Source

    • Lead Status

    • Twitter

    • LinkedIn

    Action
    Write

    • EmailRequired

    Action
    Write
autopilot logo
autopilot logo

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.
Help

Related categories

  • Marketing Automation

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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