Salesforce + Facebook + Heap integration
Use Autopilot to create journeys that use the Salesforce, Facebook and Heap integrations.
Marketing Automation ideas to integrate Salesforce, Facebook and Heap.
Heap Event to Create Salesforce Opportunity to Remove From Facebook Custom Audience
Heap Event to Create Salesforce Opportunity to Add to Facebook Custom Audience
Heap Event to Assign Salesforce Lead to Remove From Facebook Custom Audience
Heap Event to Assign Salesforce Lead to Add to Facebook Custom Audience
Heap Event to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Heap Event to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience
Heap Event to Add Salesforce Task to Remove From Facebook Custom Audience
Heap Event to Add Salesforce Task to Add to Facebook Custom Audience
Heap Event to Check Salesforce Field to Remove From Facebook Custom Audience
Heap Event to Check Salesforce Field to Add to Facebook Custom Audience
Heap Event to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Heap Event to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience
Heap Event to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Heap Event to Assign Salesforce Lead to Group to Add to Facebook Custom Audience
Heap Event to Update Salesforce Field to Remove From Facebook Custom Audience
Heap Event to Update Salesforce Field to Add to Facebook Custom Audience
Heap Event to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Heap Event to Remove From Facebook Custom Audience to Assign Salesforce Lead
Heap Event to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status
Heap Event to Remove From Facebook Custom Audience to Add Salesforce Task
Heap Event to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group
Heap Event to Remove From Facebook Custom Audience to Update Salesforce Field
Heap Event to Add to Facebook Custom Audience to Create Salesforce Opportunity
Heap Event to Add to Facebook Custom Audience to Assign Salesforce Lead
Heap Event to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
Heap Event to Add to Facebook Custom Audience to Add Salesforce Task
Heap Event to Add to Facebook Custom Audience to Assign Salesforce Lead to Group
Heap Event to Add to Facebook Custom Audience to Update Salesforce Field
Heap Event to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Heap Event to Has Submitted Facebook Lead Ad to Assign Salesforce Lead
Heap Event to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status
Heap Event to Has Submitted Facebook Lead Ad to Add Salesforce Task
Heap Event to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group
Heap Event to Has Submitted Facebook Lead Ad to Update Salesforce Field
Heap Event to Remove From Facebook Custom Audience to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Salesforce Field Changed to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience
Salesforce Field Changed to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Facebook Lead Ad Submitted to Assign Salesforce Lead to Group to Add to Facebook Custom Audience
Salesforce Campaign Trigger to Assign Salesforce Lead to Add to Facebook Custom Audience
Salesforce Field Changed to Remove From Facebook Custom Audience to Add Salesforce Task
Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Add Salesforce Task
Salesforce Campaign Trigger to Add to Facebook Custom Audience to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Group to Add to Facebook Custom Audience
Salesforce Field Changed to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Update Salesforce Field to Remove From Facebook Custom Audience
Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Assign Salesforce Lead
Facebook Lead Ad Submitted to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience
Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Create Salesforce Opportunity
Salesforce Field Changed to Add to Facebook Custom Audience to Create Salesforce Opportunity
Salesforce Field Changed to Assign Salesforce Lead to Add to Facebook Custom Audience
Heap Event to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience
Showing 54 journey ideas for Salesforce, Facebook 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 Facebook integration
Our Facebook integration takes your audiences and automatically syncs them with Facebook to help you grow them. Target customers similar to the ones in each of your audiences.
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, Facebook 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
