How to connect Gravity Forms + Salesforce + Autopilot Journeys
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Do even more with Gravity Forms + Salesforce + Autopilot Journeys
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, Salesforce, and Autopilot Journeys. And don’t forget that you can add more apps and actions to create complex workflows.
- Form SubmissionTriggers when the specified form is submitted.Trigger
- Create EntryCreates a new form entry.Action
- Submit FormCreates an entry and fires all events associated with a form submission such as notifications and add-on feeds.Action
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Autopilot Journeys
Triggers when a contact is newly added.
Instant
Trigger
- Autopilot Journeys
Triggers when a contact is newly added to list.
Instant
Trigger
- Autopilot Journeys
Triggers when a contact is removed from a list.
Instant
Trigger
- Autopilot Journeys
Triggers when a contact unsubscribes from Autopilot.
Instant
Trigger
- Autopilot Journeys
Adds a new contact and adds them to a list.
Scheduled
Action
- Autopilot Journeys
Adds a new contact.
Scheduled
Action
- Autopilot Journeys
Deletes an existing contact.
Scheduled
Action
- Autopilot Journeys
Unsubscribes contact from all emails.
Scheduled
Action
Connect your apps and automate workflows
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How Gravity Forms + Salesforce + Autopilot Journeys Integrations Work
- Step 1: Authenticate Gravity Forms, Salesforce, and Autopilot Journeys.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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