Salesforce + Custom Fields + Heap integration
Use Autopilot to create journeys that use the Salesforce, Custom Fields and Heap integrations.
Marketing Automation ideas to integrate Salesforce, Custom Fields and Heap.
Heap Event to Create Salesforce Opportunity to Update Field
Heap Event to Assign Salesforce Lead to Update Field
Heap Event to Set Salesforce Campaign Member Status to Update Field
Heap Event to Add Salesforce Task to Update Field
Heap Event to Check Salesforce Field to Update Field
Heap Event to Check Salesforce Campaign Member Status to Update Field
Heap Event to Assign Salesforce Lead to Group to Update Field
Heap Event to Update Salesforce Field to Update Field
Heap Event to Update Field to Create Salesforce Opportunity
Heap Event to Update Field to Assign Salesforce Lead
Heap Event to Update Field to Set Salesforce Campaign Member Status
Heap Event to Update Field to Add Salesforce Task
Heap Event to Update Field to Assign Salesforce Lead to Group
Heap Event to Update Field to Update Salesforce Field
Heap Event to Check Field to Create Salesforce Opportunity
Heap Event to Check Field to Assign Salesforce Lead
Heap Event to Check Field to Set Salesforce Campaign Member Status
Heap Event to Check Field to Add Salesforce Task
Heap Event to Check Field to Assign Salesforce Lead to Group
Heap Event to Check Field to Update Salesforce Field
Salesforce Campaign Trigger to Check Field to Assign Salesforce Lead
Field Match to Update Field to Assign Salesforce Lead to Group
Heap Event to Update Field to Create Salesforce Opportunity
Salesforce Field Changed to Update Field to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Field to Assign Salesforce Lead to Group
Field Match to Update Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Create Salesforce Opportunity to Update Field
Salesforce Campaign Trigger to Add Salesforce Task to Update Field
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Update Field
Salesforce Campaign Trigger to Check Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Field to Add Salesforce Task
Field Match to Create Salesforce Opportunity to Update Field
Salesforce Campaign Trigger to Update Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check Field to Update Salesforce Field
Heap Event to Update Field to Set Salesforce Campaign Member Status
Salesforce Field Changed to Update Field to Create Salesforce Opportunity
Field Match to Check Field to Create Salesforce Opportunity
Heap Event to Check Field to Assign Salesforce Lead
Salesforce Field Changed to Add Salesforce Task to Update Field
Heap Event to Assign Salesforce Lead to Update Field
Showing 40 journey ideas for Salesforce, Custom Fields and 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 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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Custom Fields integration and the Heap 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).
Heap Event
Add a contact to a journey when they perform a Heap event.
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).
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.
