Heap + Salesforce + Lob integration
Use Autopilot to create journeys that use the Heap, Salesforce and Lob integrations.
Marketing Automation ideas to integrate Heap, Salesforce and Lob.
Heap Event to Create Salesforce Opportunity to Mail Lob Postcard
Heap Event to Assign Salesforce Lead to Mail Lob Postcard
Heap Event to Set Salesforce Campaign Member Status to Mail Lob Postcard
Heap Event to Add Salesforce Task to Mail Lob Postcard
Heap Event to Check Salesforce Field to Mail Lob Postcard
Heap Event to Check Salesforce Campaign Member Status to Mail Lob Postcard
Heap Event to Assign Salesforce Lead to Group to Mail Lob Postcard
Heap Event to Update Salesforce Field to Mail Lob Postcard
Heap Event to Mail Lob Postcard to Create Salesforce Opportunity
Heap Event to Mail Lob Postcard to Assign Salesforce Lead
Heap Event to Mail Lob Postcard to Set Salesforce Campaign Member Status
Heap Event to Mail Lob Postcard to Add Salesforce Task
Heap Event to Mail Lob Postcard to Assign Salesforce Lead to Group
Heap Event to Mail Lob Postcard to Update Salesforce Field
Heap Event to Mail Lob Postcard to Assign Salesforce Lead to Group
Heap Event to Mail Lob Postcard to Assign Salesforce Lead
Heap Event to Update Salesforce Field to Mail Lob Postcard
Heap Event to Check Salesforce Campaign Member Status to Mail Lob Postcard
Heap Event to Check Salesforce Field to Mail Lob Postcard
Heap Event to Mail Lob Postcard to Create Salesforce Opportunity
Heap Event to Mail Lob Postcard to Set Salesforce Campaign Member Status
Heap Event to Set Salesforce Campaign Member Status to Mail Lob Postcard
Heap Event to Add Salesforce Task to Mail Lob Postcard
Heap Event to Mail Lob Postcard to Add Salesforce Task
Heap Event to Assign Salesforce Lead to Mail Lob Postcard
Heap Event to Mail Lob Postcard to Update Salesforce Field
Heap Event to Create Salesforce Opportunity to Mail Lob Postcard
Heap Event to Assign Salesforce Lead to Group to Mail Lob Postcard
Showing 28 journey ideas for Heap, Salesforce and Lob
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.
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 Lob integration
Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Heap integration, Salesforce integration and the Lob integration.
Journey Triggers
Heap Event
Add a contact to a journey when they perform a Heap event.
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 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
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
