Salesforce + NationBuilder + Headsup integration

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

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Marketing Automation ideas to integrate Salesforce, NationBuilder and Headsup.

New NationBuilder Person Tag to Show Headsup Message to Assign Salesforce Lead to Group

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New NationBuilder Person Tag to Check Salesforce Campaign Member Status to Show Headsup Message

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New NationBuilder Donor to Is a NationBuilder Donor? to Assign Salesforce Lead

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NationBuilder Membership Status to Is a NationBuilder Donor? to Update Salesforce Field

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New NationBuilder Person Tag to Check Headsup Status to Update Salesforce Field

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New NationBuilder Donor to Create Salesforce Opportunity to Show Headsup Message

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Added to NationBuilder Nation List to Check Salesforce Campaign Member Status to Show Headsup Message

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Salesforce Field Changed to Is a NationBuilder Donor? to Assign Salesforce Lead

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New NationBuilder Person Tag to Check Headsup Status to Set Salesforce Campaign Member Status

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New NationBuilder Donor to Show Headsup Message to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Is a NationBuilder Donor? to Update Salesforce Field

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NationBuilder Membership Status to Check Headsup Status to Create Salesforce Opportunity

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Added to NationBuilder Nation List to Check Headsup Status to Set Salesforce Campaign Member Status

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New NationBuilder Donor to Update Salesforce Field to Show Headsup Message

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Salesforce Field Changed to Is a NationBuilder Donor? to Add Salesforce Task

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NationBuilder Membership Status to Set Salesforce Campaign Member Status to Show Headsup Message

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NationBuilder Membership Status to Check Headsup Status to Update Salesforce Field

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Added to NationBuilder Nation List to Show Headsup Message to Assign Salesforce Lead

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New NationBuilder Donor to Show Headsup Message to Assign Salesforce Lead

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Added to NationBuilder Nation List to Assign Salesforce Lead to Group to Show Headsup Message

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Showing 20 journey ideas for Salesforce, NationBuilder and Headsup

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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, NationBuilder integration and the Headsup 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).
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

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.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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.

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, NationBuilder and Headsup.