Lead Scoring + Heap + Custom Fields integration

Use Autopilot to create journeys that use the Lead Scoring, Heap and Custom Fields integrations.

Marketing Automation ideas to integrate Lead Scoring, Heap and Custom Fields.

Heap Event to Change Score to Update Field

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Heap Event to Update Field to Change Score

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Heap Event to Check Field to Change Score

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Heap Event to Change Score to Update Field

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Heap Event to Update Field to Change Score

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Heap Event to Check Field to Change Score

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Showing 6 journey ideas for Lead Scoring, Heap and Custom Fields

About the Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

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 Custom Fields integration

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 the Lead Scoring integration, Heap integration and the Custom Fields integration.

Journey 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).

Journey Actions

Change Score
Increases or decrease a number field by a specific amount.
Update Field
Update a field to a specific value.

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 Lead Scoring, Heap and Custom Fields.