Salesforce + Lead Scoring + Heap integration
Use Autopilot to create journeys that use the Salesforce, Lead Scoring and Heap integrations.
Marketing Automation ideas to integrate Salesforce, Lead Scoring and Heap.
Heap Event to Create Salesforce Opportunity to Change Score
Heap Event to Assign Salesforce Lead to Change Score
Heap Event to Set Salesforce Campaign Member Status to Change Score
Heap Event to Add Salesforce Task to Change Score
Heap Event to Check Salesforce Field to Change Score
Heap Event to Check Salesforce Campaign Member Status to Change Score
Heap Event to Assign Salesforce Lead to Group to Change Score
Heap Event to Update Salesforce Field to Change Score
Heap Event to Change Score to Create Salesforce Opportunity
Heap Event to Change Score to Assign Salesforce Lead
Heap Event to Change Score to Set Salesforce Campaign Member Status
Heap Event to Change Score to Add Salesforce Task
Heap Event to Change Score to Assign Salesforce Lead to Group
Heap Event to Change Score to Update Salesforce Field
Salesforce Field Changed to Update Salesforce Field to Change Score
Salesforce Field Changed to Assign Salesforce Lead to Change Score
Salesforce Campaign Trigger to Check Salesforce Field to Change Score
Salesforce Campaign Trigger to Change Score to Add Salesforce Task
Salesforce Field Changed to Change Score to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Change Score
Salesforce Field Changed to Set Salesforce Campaign Member Status to Change Score
Heap Event to Check Salesforce Field to Change Score
Heap Event to Update Salesforce Field to Change Score
Salesforce Field Changed to Change Score to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add Salesforce Task to Change Score
Heap Event to Change Score to Assign Salesforce Lead to Group
Salesforce Field Changed to Assign Salesforce Lead to Group to Change Score
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Change Score
Heap Event to Add Salesforce Task to Change Score
Salesforce Campaign Trigger to Update Salesforce Field to Change Score
Salesforce Field Changed to Change Score to Create Salesforce Opportunity
Heap Event to Check Salesforce Campaign Member Status to Change Score
Salesforce Field Changed to Add Salesforce Task to Change Score
Salesforce Field Changed to Change Score to Update Salesforce Field
Showing 34 journey ideas for Salesforce, Lead Scoring and Heap
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Lead Scoring integration and the Heap 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).
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
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.
Change Score
Increases or decrease a number field by a specific amount.
