Trello + Heap + Custom Fields integration
Use Autopilot to create journeys that use the Trello, Heap and Custom Fields integrations.
Marketing Automation ideas to integrate Trello, Heap and Custom Fields.
Heap Event to Add Trello Card to Update Field
Heap Event to Update Field to Add Trello Card
Heap Event to Check Field to Add Trello Card
Heap Event to Check Field to Add Trello Card
Heap Event to Update Field to Add Trello Card
Heap Event to Add Trello Card to Update Field
Showing 6 journey ideas for Trello, Heap and Custom Fields
About the Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Trello integration, Heap integration and the Custom Fields integration.
Journey Triggers
Heap Event
Add a contact to a journey when they perform a Heap event.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Add Trello Card
Adds a Trello card to a board.
Update Field
Update a field to a specific value.
