Salesforce + Recurly + Headsup integration
Use Autopilot to create journeys that use the Salesforce, Recurly and Headsup integrations.
Marketing Automation ideas to integrate Salesforce, Recurly and Headsup.
Recurly Subscription to Create Salesforce Opportunity to Show Headsup Message
Recurly Subscription to Assign Salesforce Lead to Show Headsup Message
Recurly Subscription to Set Salesforce Campaign Member Status to Show Headsup Message
Recurly Subscription to Add Salesforce Task to Show Headsup Message
Recurly Subscription to Check Salesforce Field to Show Headsup Message
Recurly Subscription to Check Salesforce Campaign Member Status to Show Headsup Message
Recurly Subscription to Assign Salesforce Lead to Group to Show Headsup Message
Recurly Subscription to Update Salesforce Field to Show Headsup Message
Recurly Subscription to Show Headsup Message to Create Salesforce Opportunity
Recurly Subscription to Show Headsup Message to Assign Salesforce Lead
Recurly Subscription to Show Headsup Message to Set Salesforce Campaign Member Status
Recurly Subscription to Show Headsup Message to Add Salesforce Task
Recurly Subscription to Show Headsup Message to Assign Salesforce Lead to Group
Recurly Subscription to Show Headsup Message to Update Salesforce Field
Recurly Subscription to Check Headsup Status to Create Salesforce Opportunity
Recurly Subscription to Check Headsup Status to Assign Salesforce Lead
Recurly Subscription to Check Headsup Status to Set Salesforce Campaign Member Status
Recurly Subscription to Check Headsup Status to Add Salesforce Task
Recurly Subscription to Check Headsup Status to Assign Salesforce Lead to Group
Recurly Subscription to Check Headsup Status to Update Salesforce Field
Recurly Subscription to Assign Salesforce Lead to Group to Show Headsup Message
Recurly Subscription to Set Salesforce Campaign Member Status to Show Headsup Message
Recurly Subscription to Show Headsup Message to Assign Salesforce Lead to Group
Recurly Subscription to Check Headsup Status to Set Salesforce Campaign Member Status
Recurly Subscription to Show Headsup Message to Update Salesforce Field
Recurly Subscription to Check Headsup Status to Assign Salesforce Lead to Group
Recurly Subscription to Check Salesforce Field to Show Headsup Message
Recurly Subscription to Show Headsup Message to Create Salesforce Opportunity
Recurly Subscription to Check Headsup Status to Create Salesforce Opportunity
Recurly Subscription to Show Headsup Message to Add Salesforce Task
Recurly Subscription to Assign Salesforce Lead to Show Headsup Message
Recurly Subscription to Check Headsup Status to Update Salesforce Field
Recurly Subscription to Update Salesforce Field to Show Headsup Message
Recurly Subscription to Add Salesforce Task to Show Headsup Message
Recurly Subscription to Show Headsup Message to Assign Salesforce Lead
Recurly Subscription to Check Salesforce Campaign Member Status to Show Headsup Message
Recurly Subscription to Create Salesforce Opportunity to Show Headsup Message
Recurly Subscription to Show Headsup Message to Set Salesforce Campaign Member Status
Recurly Subscription to Check Headsup Status to Add Salesforce Task
Recurly Subscription to Check Headsup Status to Assign Salesforce Lead
Showing 40 journey ideas for Salesforce, Recurly 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 Recurly integration
Our Recurly integration syncs all of your customer data and invoices allowing you deep insights into your SaaS metrics. We automatically create dashboards which help you gain actionable insights into your customer base. Most importantly, Autopilot lets you take ACTION on this data through email marketing campaigns and playbooks which help you grow your audience and make more money.
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, Recurly 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).
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
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.
