Slack + Headsup + Salesforce integration
Use Autopilot to create journeys that use the Slack, Headsup and Salesforce integrations.
Marketing Automation ideas to integrate Slack, Headsup and Salesforce.
Salesforce Campaign Trigger to Send Slack Message to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Send Slack Message
Salesforce Campaign Trigger to Check Headsup Status to Send Slack Message
Salesforce Field Changed to Send Slack Message to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Send Slack Message
Salesforce Field Changed to Check Headsup Status to Send Slack Message
Salesforce Field Changed to Send Slack Message to Show Headsup Message
Salesforce Campaign Trigger to Send Slack Message to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Send Slack Message
Salesforce Campaign Trigger to Check Headsup Status to Send Slack Message
Salesforce Field Changed to Check Headsup Status to Send Slack Message
Salesforce Campaign Trigger to Show Headsup Message to Send Slack Message
Showing 12 journey ideas for Slack, Headsup and Salesforce
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Headsup integration and the Salesforce 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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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
Send Slack Message
Send a contextual Slack message to a Slack channel.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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.
