Drift + Salesforce Integration
Use Autopilot to automate and integrate Drift and Salesforce.
Marketing Automation ideas to integrate Drift and Salesforce
New Drift Contact to Set Salesforce Campaign Member Status
Drift Goal Reached to Send Delighted NPS Survey
Drift Goal Reached to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Drift Goal Reached to Assign Salesforce Lead to Send Delighted NPS Survey
Drift Goal Reached to Set Salesforce Campaign Member Status
Drift Goal Reached to Set Salesforce Campaign Member Status
Drift Goal Reached to Update Salesforce Field
Drift Goal Reached to Send Segment Event to Assign Salesforce Lead
New Drift Contact to Assign Salesforce Lead to Group
Drift Goal Reached to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Drift Goal Reached to Add HubSpot CRM Deal to Add Salesforce Task
Drift Goal Reached to Add Salesforce Task
New Drift Contact to Assign Salesforce Lead to Group
Drift Goal Reached to Check Email Status to Set Salesforce Campaign Member Status
Drift Goal Reached to Create Salesforce Opportunity to Update Field
New Drift Contact to Set Salesforce Campaign Member Status
Drift Goal Reached to Set Salesforce Campaign Member Status
Drift Goal Reached to Assign Salesforce Lead to Group to Update Field
New Drift Contact to Set Salesforce Campaign Member Status to Send Segment Event
New Drift Contact to Send Delighted NPS Survey
Showing 20 of 1680 Marketing Automation ideas using Autopilot's Drift and Salesforce integration.
About Drift
Combine the power of Drift and Autopilot to create a seamless and engaging experience for your leads and customers. Add new Drift contacts to Autopilot automatically, and trigger Autopilot journeys when someone reaches a goal in Drift. Converting Drift leads has never been this easy.
About Salesforce
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Drift integration.
Triggers
New Drift Contact
Add any new Drift contact to a journey.
Drift Goal Reached
Add a contact to a journey when they reach a goal in Drift.
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 meets your criteria (e.g. contains a particular word).
Conditions
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.
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.
