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

Try this free

Heap Event to Assign Salesforce Lead to Change Score

Try this free

Heap Event to Set Salesforce Campaign Member Status to Change Score

Try this free

Heap Event to Add Salesforce Task to Change Score

Try this free

Heap Event to Check Salesforce Field to Change Score

Try this free

Heap Event to Check Salesforce Campaign Member Status to Change Score

Try this free

Heap Event to Assign Salesforce Lead to Group to Change Score

Try this free

Heap Event to Update Salesforce Field to Change Score

Try this free

Heap Event to Change Score to Create Salesforce Opportunity

Try this free

Heap Event to Change Score to Assign Salesforce Lead

Try this free

Heap Event to Change Score to Set Salesforce Campaign Member Status

Try this free

Heap Event to Change Score to Add Salesforce Task

Try this free

Heap Event to Change Score to Assign Salesforce Lead to Group

Try this free

Heap Event to Change Score to Update Salesforce Field

Try this free

Salesforce Field Changed to Change Score to Set Salesforce Campaign Member Status

Try this free

Salesforce Campaign Trigger to Check Salesforce Field to Change Score

Try this free

Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Change Score

Try this free

Salesforce Field Changed to Change Score to Create Salesforce Opportunity

Try this free

Heap Event to Change Score to Set Salesforce Campaign Member Status

Try this free

Salesforce Field Changed to Update Salesforce Field to Change Score

Try this free

Heap Event to Set Salesforce Campaign Member Status to Change Score

Try this free

Salesforce Campaign Trigger to Create Salesforce Opportunity to Change Score

Try this free

Salesforce Campaign Trigger to Change Score to Set Salesforce Campaign Member Status

Try this free

Salesforce Field Changed to Create Salesforce Opportunity to Change Score

Try this free

Heap Event to Change Score to Add Salesforce Task

Try this free

Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Change Score

Try this free

Salesforce Field Changed to Assign Salesforce Lead to Group to Change Score

Try this free

Salesforce Campaign Trigger to Assign Salesforce Lead to Change Score

Try this free

Salesforce Campaign Trigger to Change Score to Assign Salesforce Lead

Try this free

Heap Event to Assign Salesforce Lead to Group to Change Score

Try this free

Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Change Score

Try this free

Heap Event to Change Score to Update Salesforce Field

Try this free

Salesforce Field Changed to Assign Salesforce Lead to Change Score

Try this free

Heap Event to Change Score to Assign Salesforce Lead to Group

Try this free

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.

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, Lead Scoring and Heap.