Salesforce + Headsup + Hubspot CRM integration

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

Marketing Automation ideas to integrate Salesforce, Headsup and Hubspot CRM.

Salesforce Campaign Trigger to Show Headsup Message to Add HubSpot CRM Deal

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Salesforce Campaign Trigger to Show Headsup Message to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Show Headsup Message to Update HubSpot Contact Field

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Salesforce Campaign Trigger to Check Headsup Status to Add HubSpot CRM Deal

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Salesforce Campaign Trigger to Check Headsup Status to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Check Headsup Status to Update HubSpot Contact Field

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Salesforce Campaign Trigger to Add HubSpot CRM Deal to Show Headsup Message

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Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Show Headsup Message

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Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Show Headsup Message

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Salesforce Campaign Trigger to Update HubSpot Contact Field to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Add HubSpot CRM Deal

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Salesforce Field Changed to Show Headsup Message to Update HubSpot CRM Deal Stage

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Salesforce Field Changed to Show Headsup Message to Update HubSpot Contact Field

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Salesforce Field Changed to Check Headsup Status to Add HubSpot CRM Deal

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Salesforce Field Changed to Check Headsup Status to Update HubSpot CRM Deal Stage

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Salesforce Field Changed to Check Headsup Status to Update HubSpot Contact Field

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Salesforce Field Changed to Add HubSpot CRM Deal to Show Headsup Message

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Salesforce Field Changed to Update HubSpot CRM Deal Stage to Show Headsup Message

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Salesforce Field Changed to Check HubSpot CRM Deal Stage to Show Headsup Message

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Salesforce Field Changed to Update HubSpot Contact Field to Show Headsup Message

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New HubSpot CRM Contact to Create Salesforce Opportunity to Show Headsup Message

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New HubSpot CRM Contact to Assign Salesforce Lead to Show Headsup Message

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New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Show Headsup Message

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New HubSpot CRM Contact to Add Salesforce Task to Show Headsup Message

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New HubSpot CRM Contact to Check Salesforce Field to Show Headsup Message

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New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Show Headsup Message

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New HubSpot CRM Contact to Assign Salesforce Lead to Group to Show Headsup Message

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New HubSpot CRM Contact to Update Salesforce Field to Show Headsup Message

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New HubSpot CRM Contact to Show Headsup Message to Create Salesforce Opportunity

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New HubSpot CRM Contact to Show Headsup Message to Assign Salesforce Lead

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New HubSpot CRM Contact to Show Headsup Message to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Show Headsup Message to Add Salesforce Task

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New HubSpot CRM Contact to Show Headsup Message to Assign Salesforce Lead to Group

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New HubSpot CRM Contact to Show Headsup Message to Update Salesforce Field

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New HubSpot CRM Contact to Check Headsup Status to Create Salesforce Opportunity

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New HubSpot CRM Contact to Check Headsup Status to Assign Salesforce Lead

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New HubSpot CRM Contact to Check Headsup Status to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Check Headsup Status to Add Salesforce Task

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New HubSpot CRM Contact to Check Headsup Status to Assign Salesforce Lead to Group

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New HubSpot CRM Contact to Check Headsup Status to Update Salesforce Field

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HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Show Headsup Message

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Show Headsup Message

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HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Show Headsup Message

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HubSpot CRM Contact Field Match to Add Salesforce Task to Show Headsup Message

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HubSpot CRM Contact Field Match to Check Salesforce Field to Show Headsup Message

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HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Show Headsup Message

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Show Headsup Message

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HubSpot CRM Contact Field Match to Update Salesforce Field to Show Headsup Message

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HubSpot CRM Contact Field Match to Show Headsup Message to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Show Headsup Message to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Show Headsup Message to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Show Headsup Message to Add Salesforce Task

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HubSpot CRM Contact Field Match to Show Headsup Message to Assign Salesforce Lead to Group

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HubSpot CRM Contact Field Match to Show Headsup Message to Update Salesforce Field

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HubSpot CRM Contact Field Match to Check Headsup Status to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Check Headsup Status to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Check Headsup Status to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Check Headsup Status to Add Salesforce Task

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HubSpot CRM Contact Field Match to Check Headsup Status to Assign Salesforce Lead to Group

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HubSpot CRM Contact Field Match to Check Headsup Status to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Show Headsup Message

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Show Headsup Message

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HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Show Headsup Message

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HubSpot CRM Deal Stage Match to Add Salesforce Task to Show Headsup Message

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HubSpot CRM Deal Stage Match to Check Salesforce Field to Show Headsup Message

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HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Show Headsup Message

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Show Headsup Message

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HubSpot CRM Deal Stage Match to Update Salesforce Field to Show Headsup Message

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HubSpot CRM Deal Stage Match to Show Headsup Message to Create Salesforce Opportunity

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HubSpot CRM Deal Stage Match to Show Headsup Message to Assign Salesforce Lead

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HubSpot CRM Deal Stage Match to Show Headsup Message to Set Salesforce Campaign Member Status

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HubSpot CRM Deal Stage Match to Show Headsup Message to Add Salesforce Task

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HubSpot CRM Deal Stage Match to Show Headsup Message to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Show Headsup Message to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Check Headsup Status to Create Salesforce Opportunity

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HubSpot CRM Deal Stage Match to Check Headsup Status to Assign Salesforce Lead

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HubSpot CRM Deal Stage Match to Check Headsup Status to Set Salesforce Campaign Member Status

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HubSpot CRM Deal Stage Match to Check Headsup Status to Add Salesforce Task

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HubSpot CRM Deal Stage Match to Check Headsup Status to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Check Headsup Status to Update Salesforce Field

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Salesforce Campaign Trigger to Show Headsup Message to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Check Headsup Status to Add Salesforce Task

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HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Show Headsup Message

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Salesforce Field Changed to Check Headsup Status to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Assign Salesforce Lead to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Show Headsup Message to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Show Headsup Message

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New HubSpot CRM Contact to Check Headsup Status to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add Salesforce Task to Show Headsup Message

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HubSpot CRM Deal Stage Match to Check Headsup Status to Add Salesforce Task

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HubSpot CRM Deal Stage Match to Show Headsup Message to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Show Headsup Message to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Headsup Status to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Show Headsup Message to Add Salesforce Task

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Salesforce Campaign Trigger to Check Headsup Status to Create Salesforce Opportunity

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Salesforce Field Changed to Update HubSpot Contact Field to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Assign Salesforce Lead to Group

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Showing 100 journey ideas for Salesforce, Headsup and Hubspot CRM

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 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.

About the Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Headsup integration and the Hubspot CRM 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).
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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).
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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, Headsup and Hubspot CRM.