Headsup + Salesforce + Kissmetrics integration

Use Autopilot to create journeys that use the Headsup, Salesforce and Kissmetrics integrations.

Marketing Automation ideas to integrate Headsup, Salesforce and Kissmetrics.

Salesforce Campaign Trigger to Show Headsup Message to Send Kissmetrics Event

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Salesforce Campaign Trigger to Check Headsup Status to Send Kissmetrics Event

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Salesforce Campaign Trigger to Send Kissmetrics Event to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Send Kissmetrics Event

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Salesforce Field Changed to Check Headsup Status to Send Kissmetrics Event

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Salesforce Field Changed to Send Kissmetrics Event to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Create Salesforce Opportunity

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Salesforce Field Changed to Check Headsup Status to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Show Headsup Message

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Add Salesforce Task

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Send Kissmetrics Event

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Salesforce Campaign Trigger to Check Salesforce Field to Show Headsup Message

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Salesforce Campaign Trigger to Show Headsup Message to Send Kissmetrics Event

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Show Headsup Message

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Salesforce Campaign Trigger to Show Headsup Message to Update Salesforce Field

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Salesforce Field Changed to Create Salesforce Opportunity to Show Headsup Message

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Salesforce Field Changed to Check Headsup Status to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Update Salesforce Field to Show Headsup Message

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Show Headsup Message

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Salesforce Field Changed to Check Headsup Status to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Show Headsup Message to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Show Headsup Message to Add Salesforce Task

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Salesforce Field Changed to Assign Salesforce Lead to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Set Salesforce Campaign Member Status

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Showing 26 journey ideas for Headsup, Salesforce and Kissmetrics

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 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.

About the Kissmetrics integration

Kissmetrics is a person-based analytics package that makes it easy to track events and funnels online helping you focus on the important bits of your online business. Autopilot has this same capability and is an alternative to Kissmetrics.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Headsup integration, Salesforce integration and the Kissmetrics integration.

Journey 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.

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.
Send Kissmetrics Event
Send a Kissmetrics event based on the outcome of the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Headsup, Salesforce and Kissmetrics.