Salesforce + Slack + Headsup integration
Use Autopilot to create journeys that use the Salesforce, Slack and Headsup integrations.
Marketing Automation ideas to integrate Salesforce, Slack and Headsup.
Showing 26 journey ideas for Salesforce, Slack 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 Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
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, Slack 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).
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