Salesforce + Headsup + LiveChat integration
Use Autopilot to create journeys that use the Salesforce, Headsup and LiveChat integrations.
Marketing Automation ideas to integrate Salesforce, Headsup and LiveChat.
LiveChat Tag to Create Salesforce Opportunity to Show Headsup Message
LiveChat Tag to Assign Salesforce Lead to Show Headsup Message
LiveChat Tag to Set Salesforce Campaign Member Status to Show Headsup Message
LiveChat Tag to Add Salesforce Task to Show Headsup Message
LiveChat Tag to Check Salesforce Field to Show Headsup Message
LiveChat Tag to Check Salesforce Campaign Member Status to Show Headsup Message
LiveChat Tag to Assign Salesforce Lead to Group to Show Headsup Message
LiveChat Tag to Update Salesforce Field to Show Headsup Message
LiveChat Tag to Show Headsup Message to Create Salesforce Opportunity
LiveChat Tag to Show Headsup Message to Assign Salesforce Lead
LiveChat Tag to Show Headsup Message to Set Salesforce Campaign Member Status
LiveChat Tag to Show Headsup Message to Add Salesforce Task
LiveChat Tag to Show Headsup Message to Assign Salesforce Lead to Group
LiveChat Tag to Show Headsup Message to Update Salesforce Field
LiveChat Tag to Check Headsup Status to Create Salesforce Opportunity
LiveChat Tag to Check Headsup Status to Assign Salesforce Lead
LiveChat Tag to Check Headsup Status to Set Salesforce Campaign Member Status
LiveChat Tag to Check Headsup Status to Add Salesforce Task
LiveChat Tag to Check Headsup Status to Assign Salesforce Lead to Group
LiveChat Tag to Check Headsup Status to Update Salesforce Field
Salesforce Field Changed to Update Salesforce Field to Show Headsup Message
Salesforce Field Changed to Assign Salesforce Lead to Group to Show Headsup Message
Salesforce Campaign Trigger to Check Headsup Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check Salesforce Field to Show Headsup Message
Salesforce Campaign Trigger to Check Headsup Status to Create Salesforce Opportunity
LiveChat Tag to Check Headsup Status to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Add Salesforce Task
Salesforce Field Changed to Show Headsup Message to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Assign Salesforce Lead to Show Headsup Message
Salesforce Field Changed to Check Headsup Status to Add Salesforce Task
LiveChat Tag to Check Headsup Status to Create Salesforce Opportunity
Salesforce Field Changed to Assign Salesforce Lead to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Add Salesforce Task
Salesforce Field Changed to Show Headsup Message to Assign Salesforce Lead
LiveChat Tag to Assign Salesforce Lead to Group to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Update Salesforce Field
Salesforce Campaign Trigger to Update Salesforce Field to Show Headsup Message
LiveChat Tag to Check Headsup Status to Update Salesforce Field
Salesforce Campaign Trigger to Show Headsup Message to Set Salesforce Campaign Member Status
Showing 40 journey ideas for Salesforce, Headsup and LiveChat
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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Headsup integration and the LiveChat 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).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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).
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.
