Salesforce + Headsup + Sendgrid integration

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

Marketing Automation ideas to integrate Salesforce, Headsup and Sendgrid.

Salesforce Campaign Trigger to Show Headsup Message to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Check Headsup Status to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Send Sendgrid Transactional Email

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Salesforce Field Changed to Check Headsup Status to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Show Headsup Message

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

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Salesforce Campaign Trigger to Assign Salesforce Lead 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 Update Salesforce Field to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Create Salesforce Opportunity

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Salesforce Field Changed to Create Salesforce Opportunity to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Update Salesforce Field

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Salesforce Field Changed to Check Headsup Status to Assign Salesforce Lead

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Salesforce Field Changed to Check Headsup Status to Assign Salesforce Lead to Group

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Salesforce Field Changed to Send Sendgrid Transactional Email to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Update Salesforce Field

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Salesforce Campaign Trigger to Check Headsup Status to Assign Salesforce Lead

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Salesforce Campaign Trigger to Check Salesforce Field to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Add Salesforce Task

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Salesforce Field Changed to Add Salesforce Task to Show Headsup Message

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Salesforce Field Changed to Check Headsup Status to Send Sendgrid Transactional Email

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

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Show Headsup Message

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Show Headsup Message

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Salesforce Field Changed to Assign Salesforce Lead to Show Headsup Message

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Showing 26 journey ideas for Salesforce, Headsup and Sendgrid

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Headsup integration and the Sendgrid 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).

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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 Sendgrid.