Heap + Trello + Lists integration
Use Autopilot to create journeys that use the Heap, Trello and Lists integrations.
Marketing Automation ideas to integrate Heap, Trello and Lists.
Heap Event to Add Trello Card to Add to List
Heap Event to Add Trello Card to Remove From List
Heap Event to Add to List to Add Trello Card
Heap Event to Is on List or Segment to Add Trello Card
Heap Event to Remove From List to Add Trello Card
Heap Event to Check Lead Status to Add Trello Card
Heap Event to Remove From List to Add Trello Card
Heap Event to Add Trello Card to Add to List
Heap Event to Add Trello Card to Remove From List
Heap Event to Add to List to Add Trello Card
Heap Event to Is on List or Segment to Add Trello Card
Heap Event to Check Lead Status to Add Trello Card
Showing 12 journey ideas for Heap, Trello and Lists
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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
About the Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Heap integration, Trello integration and the Lists integration.
Journey Triggers
Heap Event
Add a contact to a journey when they perform a Heap event.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Conditions
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Journey Actions
Add Trello Card
Adds a Trello card to a board.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
