Salesforce + Segment + Heap integration
Use Autopilot to create journeys that use the Salesforce, Segment and Heap integrations.
Marketing Automation ideas to integrate Salesforce, Segment and Heap.
Heap Event to Create Salesforce Opportunity to Send Segment Event
Heap Event to Assign Salesforce Lead to Send Segment Event
Heap Event to Set Salesforce Campaign Member Status to Send Segment Event
Heap Event to Add Salesforce Task to Send Segment Event
Heap Event to Check Salesforce Field to Send Segment Event
Heap Event to Check Salesforce Campaign Member Status to Send Segment Event
Heap Event to Assign Salesforce Lead to Group to Send Segment Event
Heap Event to Update Salesforce Field to Send Segment Event
Heap Event to Send Segment Event to Create Salesforce Opportunity
Heap Event to Send Segment Event to Assign Salesforce Lead
Heap Event to Send Segment Event to Set Salesforce Campaign Member Status
Heap Event to Send Segment Event to Add Salesforce Task
Heap Event to Send Segment Event to Assign Salesforce Lead to Group
Heap Event to Send Segment Event to Update Salesforce Field
Heap Event to Check Salesforce Field to Send Segment Event
Segment Event to Add Salesforce Task to Send Segment Event
Salesforce Field Changed to Assign Salesforce Lead to Send Segment Event
Heap Event to Send Segment Event to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity
Heap Event to Update Salesforce Field to Send Segment Event
Salesforce Campaign Trigger to Check Salesforce Field to Send Segment Event
Salesforce Field Changed to Create Salesforce Opportunity to Send Segment Event
Segment Event to Check Salesforce Field to Send Segment Event
Heap Event to Add Salesforce Task to Send Segment Event
Segment Event to Send Segment Event to Assign Salesforce Lead
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Segment Event
Salesforce Field Changed to Send Segment Event to Add Salesforce Task
Heap Event to Set Salesforce Campaign Member Status to Send Segment Event
Salesforce Field Changed to Check Salesforce Field to Send Segment Event
Salesforce Field Changed to Send Segment Event to Update Salesforce Field
Segment Event to Send Segment Event to Assign Salesforce Lead to Group
Heap Event to Send Segment Event to Assign Salesforce Lead to Group
Segment Event to Create Salesforce Opportunity to Send Segment Event
Heap Event to Send Segment Event to Set Salesforce Campaign Member Status
Showing 34 journey ideas for Salesforce, Segment 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 Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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, Segment 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).
Segment Event
Add a contact to a journey when they perform a Segment event.
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.
Send Segment Event
Send a contextual Segment Event.
