Headsup + Forms + Salesforce integration
Use Autopilot to create journeys that use the Headsup, Forms and Salesforce integrations.
Marketing Automation ideas to integrate Headsup, Forms and Salesforce.
Form Submitted to Show Headsup Message to Create Salesforce Opportunity
Form Submitted to Show Headsup Message to Assign Salesforce Lead
Form Submitted to Show Headsup Message to Set Salesforce Campaign Member Status
Form Submitted to Show Headsup Message to Add Salesforce Task
Form Submitted to Show Headsup Message to Assign Salesforce Lead to Group
Form Submitted to Show Headsup Message to Update Salesforce Field
Form Submitted to Check Headsup Status to Create Salesforce Opportunity
Form Submitted to Check Headsup Status to Assign Salesforce Lead
Form Submitted to Check Headsup Status to Set Salesforce Campaign Member Status
Form Submitted to Check Headsup Status to Add Salesforce Task
Form Submitted to Check Headsup Status to Assign Salesforce Lead to Group
Form Submitted to Check Headsup Status to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Show Headsup Message
Form Submitted to Assign Salesforce Lead to Show Headsup Message
Form Submitted to Set Salesforce Campaign Member Status to Show Headsup Message
Form Submitted to Add Salesforce Task to Show Headsup Message
Form Submitted to Check Salesforce Field to Show Headsup Message
Form Submitted to Check Salesforce Campaign Member Status to Show Headsup Message
Form Submitted to Assign Salesforce Lead to Group to Show Headsup Message
Form Submitted to Update Salesforce Field to Show Headsup Message
Salesforce Campaign Trigger to Has Submitted Form to Show Headsup Message
Salesforce Field Changed to Has Submitted Form to Show Headsup Message
Form Submitted to Check Headsup Status to Add Salesforce Task
Form Submitted to Has Submitted Form to Show Headsup Message
Form Submitted to Show Headsup Message to Assign Salesforce Lead
Form Submitted to Check Headsup Status to Create Salesforce Opportunity
Salesforce Campaign Trigger to Has Submitted Form to Show Headsup Message
Form Submitted to Create Salesforce Opportunity to Show Headsup Message
Form Submitted to Assign Salesforce Lead to Show Headsup Message
Salesforce Field Changed to Has Submitted Form to Show Headsup Message
Form Submitted to Check Headsup Status to Assign Salesforce Lead
Form Submitted to Update Salesforce Field to Show Headsup Message
Form Submitted to Add Salesforce Task to Show Headsup Message
Form Submitted to Assign Salesforce Lead to Group to Show Headsup Message
Form Submitted to Check Headsup Status to Set Salesforce Campaign Member Status
Form Submitted to Show Headsup Message to Add Salesforce Task
Form Submitted to Check Headsup Status to Assign Salesforce Lead to Group
Form Submitted to Check Salesforce Field to Show Headsup Message
Form Submitted to Check Headsup Status to Update Salesforce Field
Form Submitted to Show Headsup Message to Assign Salesforce Lead to Group
Form Submitted to Check Salesforce Campaign Member Status to Show Headsup Message
Form Submitted to Show Headsup Message to Create Salesforce Opportunity
Showing 42 journey ideas for Headsup, Forms and Salesforce
About the Headsup integration
Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.
About the Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
About the Salesforce integration
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 the Headsup integration, Forms integration and the Salesforce integration.
Journey Triggers
Form Submitted
Add a contact to a journey when they submit a form.
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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
Has Submitted Form
Check if a contact has previously submitted a specific form.
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.
Journey Actions
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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.
