Make it easy to align sales and marketing through Autopilot’s built-in integration with Salesforce. Sync contact information from Salesforce, and improve sales and marketing efficiency by connecting with leads at the right time through triggered actions like automated lead assignment, sales alerts, and task delegation.
How Data Syncronization Works
Salesforce integrates with Autopilot and serves as the data master for the customer record. Salesforce and Autopilot synchronize any changes to the latest 15 minutes, and ensure that your Autopilot lead database is always reflecting the latest contact intelligence.
Use the Salesforce Integration panel to map fields between Autopilot and Salesforce. We support syncronization of Autopilot standard and custom Contact fields with Salesforce standard and custom Lead or Contact records in Salesforce.
What is Salesforce?
Salesforce is a cloud-based customer relationship management (CRM) platform favored by many of today’s businesses.
About the integration
Developed by: AutopilotHQ Inc.
Date released: 3/2/15
Comments: Requires subscription with Salesforce "Group Edition" or higher.
When a Salesforce lead status is changed to “Nurture”, start a three touch email nurture campaign to keep the lead warm.
How Salesforce works
Autopilot makes it easy to automate Salesforce. Triggers and Actions include: