Salesforce + Page Visit Tracking + Headsup integration

Use Autopilot to create journeys that use the Salesforce, Page Visit Tracking and Headsup integrations.

Marketing Automation ideas to integrate Salesforce, Page Visit Tracking and Headsup.

Salesforce Campaign Trigger to Has Visited Page to Show Headsup Message

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Salesforce Field Changed to Has Visited Page to Show Headsup Message

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Page Visited to Create Salesforce Opportunity to Show Headsup Message

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Page Visited to Assign Salesforce Lead to Show Headsup Message

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Page Visited to Set Salesforce Campaign Member Status to Show Headsup Message

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Page Visited to Add Salesforce Task to Show Headsup Message

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Page Visited to Check Salesforce Field to Show Headsup Message

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Page Visited to Check Salesforce Campaign Member Status to Show Headsup Message

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Page Visited to Assign Salesforce Lead to Group to Show Headsup Message

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Page Visited to Update Salesforce Field to Show Headsup Message

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Page Visited to Show Headsup Message to Create Salesforce Opportunity

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Page Visited to Show Headsup Message to Assign Salesforce Lead

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Page Visited to Show Headsup Message to Set Salesforce Campaign Member Status

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Page Visited to Show Headsup Message to Add Salesforce Task

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Page Visited to Show Headsup Message to Assign Salesforce Lead to Group

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Page Visited to Show Headsup Message to Update Salesforce Field

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Page Visited to Check Headsup Status to Create Salesforce Opportunity

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Page Visited to Check Headsup Status to Assign Salesforce Lead

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Page Visited to Check Headsup Status to Set Salesforce Campaign Member Status

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Page Visited to Check Headsup Status to Add Salesforce Task

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Page Visited to Check Headsup Status to Assign Salesforce Lead to Group

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Page Visited to Check Headsup Status to Update Salesforce Field

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Page Visited to Check Headsup Status to Update Salesforce Field

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Page Visited to Has Visited Page to Add Salesforce Task

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Page Visited to Show Headsup Message to Assign Salesforce Lead

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Page Visited to Add Salesforce Task to Show Headsup Message

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Salesforce Campaign Trigger to Has Visited Page to Assign Salesforce Lead to Group

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Page Visited to Has Visited Page to Update Salesforce Field

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Page Visited to Has Visited Page to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Has Visited Page to Show Headsup Message

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Salesforce Field Changed to Has Visited Page to Assign Salesforce Lead

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Salesforce Campaign Trigger to Has Visited Page to Create Salesforce Opportunity

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Salesforce Field Changed to Has Visited Page to Assign Salesforce Lead to Group

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Page Visited to Check Headsup Status to Set Salesforce Campaign Member Status

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Page Visited to Check Salesforce Field to Show Headsup Message

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Page Visited to Check Headsup Status to Add Salesforce Task

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Salesforce Campaign Trigger to Has Visited Page to Set Salesforce Campaign Member Status

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Page Visited to Check Headsup Status to Assign Salesforce Lead

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Salesforce Campaign Trigger to Has Visited Page to Show Headsup Message

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Page Visited to Has Visited Page to Create Salesforce Opportunity

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Page Visited to Show Headsup Message to Set Salesforce Campaign Member Status

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Page Visited to Has Visited Page to Assign Salesforce Lead

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Showing 42 journey ideas for Salesforce, Page Visit Tracking 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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

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, Page Visit Tracking 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other 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.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
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, Page Visit Tracking and Headsup.