Salesforce + Headsup Integration
Use Autopilot to automate and integrate Salesforce and Headsup.
Marketing Automation ideas to integrate Salesforce and Headsup
Intercom Tag to Show Headsup Message
Time Trigger to Check Headsup Status to Add Salesforce Task
New Wufoo Form Submitted to Check Headsup Status to Assign Salesforce Lead
New Wufoo Form Submitted to Add Salesforce Task to Show Headsup Message
Time Trigger to Add Salesforce Task
Instapage Form Submitted to Check Salesforce Campaign Member Status to Show Headsup Message
Salesforce Field Changed to Show Headsup Message
New Drift Contact to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Update Salesforce Field
Instapage Form Submitted to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Headsup Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Show Headsup Message
Salesforce Field Changed to Assign Salesforce Lead to Group to Show Headsup Message
Salesforce Field Changed to Send Email to Show Headsup Message
Instapage Form Submitted to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Show Headsup Message to Add HubSpot CRM Deal
Twilio SMS Received to Check Headsup Status to Update Salesforce Field
Time Trigger to Show Headsup Message
HubSpot CRM Deal Stage Match to Check Headsup Status to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Add Salesforce Task
Showing 20 of 600 Marketing Automation ideas using Autopilot's Salesforce and Headsup integration.
About Salesforce
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 Headsup
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 Salesforce integration.
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).
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).
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.
