Custom Fields + Lists + Heap integration
Use Autopilot to create journeys that use the Custom Fields, Lists and Heap integrations.
Marketing Automation ideas to integrate Custom Fields, Lists and Heap.
Heap Event to Update Field to Add to List
Heap Event to Update Field to Remove From List
Heap Event to Check Field to Add to List
Heap Event to Check Field to Remove From List
Heap Event to Add to List to Update Field
Heap Event to Is on List or Segment to Update Field
Heap Event to Remove From List to Update Field
Heap Event to Check Lead Status to Update Field
List Trigger to Check Lead Status to Update Field
Field Match to Check Field to Add to List
List Trigger to Remove From List to Update Field
Heap Event to Check Field to Add to List
List Trigger to Is on List or Segment to Update Field
Removed From List to Update Field to Add to List
List Trigger to Add to List to Update Field
Removed From List to Check Field to Add to List
List Trigger to Update Field to Remove From List
Field Match to Add to List to Update Field
List Trigger to Update Field to Add to List
Removed From List to Update Field to Remove From List
Removed From List to Is on List or Segment to Update Field
Removed From List to Check Lead Status to Update Field
Field Match to Remove From List to Update Field
Heap Event to Remove From List to Update Field
Heap Event to Is on List or Segment to Update Field
Heap Event to Add to List to Update Field
List Trigger to Check Field to Remove From List
Removed From List to Remove From List to Update Field
Showing 28 journey ideas for Custom Fields, Lists and Heap
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Lists integration and the Heap integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Heap Event
Add a contact to a journey when they perform a Heap event.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Journey Actions
Update Field
Update a field to a specific value.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
