Salesforce + Autopilot API + Headsup integration

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

Marketing Automation ideas to integrate Salesforce, Autopilot API and Headsup.

API Trigger to Create Salesforce Opportunity to Show Headsup Message

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API Trigger to Assign Salesforce Lead to Show Headsup Message

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

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API Trigger to Add Salesforce Task to Show Headsup Message

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API Trigger to Check Salesforce Field to Show Headsup Message

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API Trigger to Check Salesforce Campaign Member Status to Show Headsup Message

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

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API Trigger to Update Salesforce Field to Show Headsup Message

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API Trigger to Show Headsup Message to Create Salesforce Opportunity

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API Trigger to Show Headsup Message to Assign Salesforce Lead

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

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API Trigger to Show Headsup Message to Add Salesforce Task

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

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API Trigger to Show Headsup Message to Update Salesforce Field

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API Trigger to Check Headsup Status to Create Salesforce Opportunity

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API Trigger to Check Headsup Status to Assign Salesforce Lead

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API Trigger to Check Headsup Status to Set Salesforce Campaign Member Status

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API Trigger to Check Headsup Status to Add Salesforce Task

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API Trigger to Check Headsup Status to Assign Salesforce Lead to Group

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API Trigger to Check Headsup Status to Update Salesforce Field

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API Trigger to Show Headsup Message to Assign Salesforce Lead

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API Trigger to Check Headsup Status to Add Salesforce Task

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

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API Trigger to Check Salesforce Campaign Member Status to Show Headsup Message

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API Trigger to Check Headsup Status to Create Salesforce Opportunity

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API Trigger to Create Salesforce Opportunity to Show Headsup Message

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API Trigger to Show Headsup Message to Create Salesforce Opportunity

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

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API Trigger to Show Headsup Message to Add Salesforce Task

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

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

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API Trigger to Assign Salesforce Lead to Show Headsup Message

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API Trigger to Update Salesforce Field to Show Headsup Message

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API Trigger to Show Headsup Message to Update Salesforce Field

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API Trigger to Check Salesforce Field to Show Headsup Message

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API Trigger to Check Headsup Status to Set Salesforce Campaign Member Status

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API Trigger to Check Headsup Status to Update Salesforce Field

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API Trigger to Add Salesforce Task to Show Headsup Message

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API Trigger to Check Headsup Status to Assign Salesforce Lead

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API Trigger to Check Headsup Status to Assign Salesforce Lead to Group

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Showing 40 journey ideas for Salesforce, Autopilot API and Headsup

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 Autopilot API integration

The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Autopilot API integration and the Headsup 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).
API Trigger
Add a contact to a journey using a custom API call.

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.
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.

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 Salesforce, Autopilot API and Headsup.