Heap + Custom Fields Integration
Use Autopilot to automate and integrate Heap and Custom Fields.
Marketing Automation ideas to integrate Heap and Custom Fields
Heap Event to Send Segment Event to Update Field
Heap Event to Check Headsup Status to Update Field
Heap Event to Has Submitted Form to Update Field
Heap Event to Update Field
Heap Event to Update Field to Add Salesforce Task
Heap Event to Check Field to Remove From Facebook Custom Audience
Heap Event to Add Salesforce Task to Update Field
Heap Event to Check Field to Add to Facebook Custom Audience
Heap Event to Is on List or Segment to Update Field
Heap Event to Check Field to Send Kissmetrics Event
Heap Event to Assign Salesforce Lead
Heap Event to Add to Facebook Custom Audience
Heap Event to Update Salesforce Field
Heap Event to Show Headsup Message to Update Field
Heap Event to Remove From Facebook Custom Audience
Heap Event to Check Field to Add Salesforce Task
Heap Event to Send Kissmetrics Event
Heap Event to Update Field to Send Segment Event
Heap Event to Update Field
Page Visited to Update Field
Showing 20 of 98 Marketing Automation ideas using Autopilot's Heap and Custom Fields integration.
About Heap
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.
About Custom Fields
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Heap integration.
Triggers
Heap Event
Add a contact to a journey when they perform a Heap event.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Actions
Update Field
Update a field to a specific value.
