Slack + Custom Fields + Heap integration
Use Autopilot to create journeys that use the Slack, Custom Fields and Heap integrations.
Marketing Automation ideas to integrate Slack, Custom Fields and Heap.
Heap Event to Send Slack Message to Update Field
Heap Event to Update Field to Send Slack Message
Heap Event to Check Field to Send Slack Message
Field Match to Send Slack Message to Update Field
Field Match to Check Field to Send Slack Message
Heap Event to Send Slack Message to Update Field
Field Match to Update Field to Send Slack Message
Heap Event to Check Field to Send Slack Message
Heap Event to Update Field to Send Slack Message
Showing 9 journey ideas for Slack, Custom Fields and Heap
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 Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
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 Slack integration, Custom Fields integration and the Heap integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Heap Event
Add a contact to a journey when they perform a Heap event.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Send Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a field to a specific value.
