Salesforce + Headsup + Lists integration

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

Marketing Automation ideas to integrate Salesforce, Headsup and Lists.

Salesforce Campaign Trigger to Show Headsup Message to Add to List

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Salesforce Campaign Trigger to Show Headsup Message to Remove From List

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Salesforce Campaign Trigger to Check Headsup Status to Add to List

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Salesforce Campaign Trigger to Check Headsup Status to Remove From List

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Salesforce Campaign Trigger to Add to List to Show Headsup Message

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Salesforce Campaign Trigger to Is on List or Segment to Show Headsup Message

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Salesforce Campaign Trigger to Remove From List to Show Headsup Message

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Salesforce Campaign Trigger to Check Lead Status to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Add to List

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Salesforce Field Changed to Show Headsup Message to Remove From List

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Salesforce Field Changed to Check Headsup Status to Add to List

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Salesforce Field Changed to Check Headsup Status to Remove From List

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Salesforce Field Changed to Add to List to Show Headsup Message

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Salesforce Field Changed to Is on List or Segment to Show Headsup Message

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Salesforce Field Changed to Remove From List to Show Headsup Message

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Salesforce Field Changed to Check Lead Status to Show Headsup Message

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List Trigger to Create Salesforce Opportunity to Show Headsup Message

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List Trigger to Assign Salesforce Lead to Show Headsup Message

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List Trigger to Set Salesforce Campaign Member Status to Show Headsup Message

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List Trigger to Add Salesforce Task to Show Headsup Message

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List Trigger to Check Salesforce Field to Show Headsup Message

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List Trigger to Check Salesforce Campaign Member Status to Show Headsup Message

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List Trigger to Assign Salesforce Lead to Group to Show Headsup Message

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List Trigger to Update Salesforce Field to Show Headsup Message

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List Trigger to Show Headsup Message to Create Salesforce Opportunity

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List Trigger to Show Headsup Message to Assign Salesforce Lead

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List Trigger to Show Headsup Message to Set Salesforce Campaign Member Status

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List Trigger to Show Headsup Message to Add Salesforce Task

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List Trigger to Show Headsup Message to Assign Salesforce Lead to Group

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List Trigger to Show Headsup Message to Update Salesforce Field

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List Trigger to Check Headsup Status to Create Salesforce Opportunity

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List Trigger to Check Headsup Status to Assign Salesforce Lead

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List Trigger to Check Headsup Status to Set Salesforce Campaign Member Status

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List Trigger to Check Headsup Status to Add Salesforce Task

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List Trigger to Check Headsup Status to Assign Salesforce Lead to Group

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List Trigger to Check Headsup Status to Update Salesforce Field

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Removed From List to Create Salesforce Opportunity to Show Headsup Message

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Removed From List to Assign Salesforce Lead to Show Headsup Message

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Removed From List to Set Salesforce Campaign Member Status to Show Headsup Message

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Removed From List to Add Salesforce Task to Show Headsup Message

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Removed From List to Check Salesforce Field to Show Headsup Message

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Removed From List to Check Salesforce Campaign Member Status to Show Headsup Message

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Removed From List to Assign Salesforce Lead to Group to Show Headsup Message

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Removed From List to Update Salesforce Field to Show Headsup Message

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Removed From List to Show Headsup Message to Create Salesforce Opportunity

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Removed From List to Show Headsup Message to Assign Salesforce Lead

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Removed From List to Show Headsup Message to Set Salesforce Campaign Member Status

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Removed From List to Show Headsup Message to Add Salesforce Task

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Removed From List to Show Headsup Message to Assign Salesforce Lead to Group

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Removed From List to Show Headsup Message to Update Salesforce Field

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Removed From List to Check Headsup Status to Create Salesforce Opportunity

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Removed From List to Check Headsup Status to Assign Salesforce Lead

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Removed From List to Check Headsup Status to Set Salesforce Campaign Member Status

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Removed From List to Check Headsup Status to Add Salesforce Task

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Removed From List to Check Headsup Status to Assign Salesforce Lead to Group

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Removed From List to Check Headsup Status to Update Salesforce Field

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List Trigger to Check Headsup Status to Add Salesforce Task

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Salesforce Campaign Trigger to Show Headsup Message to Update Salesforce Field

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Removed From List to Assign Salesforce Lead to Show Headsup Message

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Salesforce Field Changed to Check Headsup Status to Assign Salesforce Lead

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Salesforce Field Changed to Create Salesforce Opportunity to Show Headsup Message

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Removed From List to Add Salesforce Task to Show Headsup Message

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Salesforce Campaign Trigger to Show Headsup Message to Assign Salesforce Lead

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List Trigger to Set Salesforce Campaign Member Status to Show Headsup Message

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Salesforce Field Changed to Check Headsup Status to Remove From List

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Salesforce Campaign Trigger to Show Headsup Message to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Is on List or Segment to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Add to List

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List Trigger to Check Headsup Status to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Headsup Status to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Headsup Status to Remove From List

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Salesforce Campaign Trigger to Add to List to Show Headsup Message

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Salesforce Field Changed to Update Salesforce Field to Show Headsup Message

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

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Salesforce Campaign Trigger to Check Salesforce Field to Show Headsup Message

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Salesforce Field Changed to Check Lead Status to Show Headsup Message

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Showing 76 journey ideas for Salesforce, Headsup and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Headsup integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.