Sendgrid + Salesforce + Headsup integration
Use Autopilot to create journeys that use the Sendgrid, Salesforce and Headsup integrations.
Marketing Automation ideas to integrate Sendgrid, Salesforce and Headsup.
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Check Headsup Status to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Send Sendgrid Transactional Email
Salesforce Field Changed to Check Headsup Status to Send Sendgrid Transactional Email
Salesforce Field Changed to Update Salesforce Field to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Assign Salesforce Lead
Salesforce Field Changed to Check Salesforce Field to Send Sendgrid Transactional Email
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Check Salesforce Field to Send Sendgrid Transactional Email
Salesforce Field Changed to Send Sendgrid Transactional Email to Update Salesforce Field
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email
Salesforce Field Changed to Create Salesforce Opportunity to Send Sendgrid Transactional Email
Salesforce Field Changed to Assign Salesforce Lead to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Show Headsup Message
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Assign Salesforce Lead to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Update Salesforce Field
Salesforce Campaign Trigger to Show Headsup Message to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Salesforce Campaign Trigger to Add Salesforce Task to Send Sendgrid Transactional Email
Salesforce Field Changed to Check Headsup Status to Send Sendgrid Transactional Email
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email
Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Add Salesforce Task
Showing 26 journey ideas for Sendgrid, Salesforce and Headsup
About the Sendgrid integration
SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing
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 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 Sendgrid integration, Salesforce 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
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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.
