Salesforce + Custom Fields + Headsup integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Headsup integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Headsup.
Salesforce Campaign Trigger to Update Field to Show Headsup Message
Salesforce Campaign Trigger to Check Field to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Update Field
Salesforce Campaign Trigger to Check Headsup Status to Update Field
Salesforce Field Changed to Update Field to Show Headsup Message
Salesforce Field Changed to Check Field to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Update Field
Salesforce Field Changed to Check Headsup Status to Update Field
Field Match to Create Salesforce Opportunity to Show Headsup Message
Field Match to Assign Salesforce Lead to Show Headsup Message
Field Match to Set Salesforce Campaign Member Status to Show Headsup Message
Field Match to Add Salesforce Task to Show Headsup Message
Field Match to Check Salesforce Field to Show Headsup Message
Field Match to Check Salesforce Campaign Member Status to Show Headsup Message
Field Match to Assign Salesforce Lead to Group to Show Headsup Message
Field Match to Update Salesforce Field to Show Headsup Message
Field Match to Show Headsup Message to Create Salesforce Opportunity
Field Match to Show Headsup Message to Assign Salesforce Lead
Field Match to Show Headsup Message to Set Salesforce Campaign Member Status
Field Match to Show Headsup Message to Add Salesforce Task
Field Match to Show Headsup Message to Assign Salesforce Lead to Group
Field Match to Show Headsup Message to Update Salesforce Field
Field Match to Check Headsup Status to Create Salesforce Opportunity
Field Match to Check Headsup Status to Assign Salesforce Lead
Field Match to Check Headsup Status to Set Salesforce Campaign Member Status
Field Match to Check Headsup Status to Add Salesforce Task
Field Match to Check Headsup Status to Assign Salesforce Lead to Group
Field Match to Check Headsup Status to Update Salesforce Field
Salesforce Field Changed to Update Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Field to Create Salesforce Opportunity
Salesforce Field Changed to Check Field to Set Salesforce Campaign Member Status
Field Match to Update Field to Assign Salesforce Lead
Field Match to Check Field to Update Salesforce Field
Salesforce Campaign Trigger to Update Field to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Field to Set Salesforce Campaign Member Status
Field Match to Show Headsup Message to Assign Salesforce Lead to Group
Field Match to Assign Salesforce Lead to Show Headsup Message
Field Match to Set Salesforce Campaign Member Status to Show Headsup Message
Salesforce Field Changed to Check Field to Add Salesforce Task
Salesforce Field Changed to Add Salesforce Task to Update Field
Salesforce Field Changed to Check Salesforce Campaign Member Status to Update Field
Field Match to Assign Salesforce Lead to Group to Update Field
Salesforce Campaign Trigger to Check Field to Update Salesforce Field
Salesforce Field Changed to Update Field to Assign Salesforce Lead
Salesforce Field Changed to Check Field to Show Headsup Message
Salesforce Campaign Trigger to Update Field to Add Salesforce Task
Salesforce Campaign Trigger to Update Field to Show Headsup Message
Field Match to Update Field to Create Salesforce Opportunity
Showing 48 journey ideas for Salesforce, Custom Fields 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 Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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, Custom Fields 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).
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 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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
