Headsup + Salesforce Integration
Use Autopilot to automate and integrate Headsup and Salesforce.
Marketing Automation ideas to integrate Headsup and Salesforce
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message
Email Activity to Assign Salesforce Lead to Group to Show Headsup Message
Segment Event to Show Headsup Message
Twilio SMS Received to Show Headsup Message
Drift Goal Reached to Show Headsup Message to Update Salesforce Field
Salesforce Campaign Trigger to Create Salesforce Opportunity to Show Headsup Message
Form Submitted to Show Headsup Message
Drift Goal Reached to Check Headsup Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Push Notification
Salesforce Campaign Trigger to Show Headsup Message to Add Delay
Form Submitted to Update Salesforce Field
Salesforce Campaign Trigger to Show Headsup Message
Email Activity to Show Headsup Message to Update Salesforce Field
Salesforce Field Changed to Set Salesforce Campaign Member Status to Show Headsup Message
API Trigger to Assign Salesforce Lead to Group to Show Headsup Message
Salesforce Field Changed to Change Score
Facebook Lead Ad Submitted to Check Headsup Status to Assign Salesforce Lead
Facebook Lead Ad Submitted to Check Headsup Status to Assign Salesforce Lead to Group
Segment Event to Set Salesforce Campaign Member Status
Showing 20 of 718 Marketing Automation ideas using Autopilot's Headsup and Salesforce integration.
About Headsup
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 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 Headsup integration.
Triggers
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).
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
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.
