Typeform + Salesforce + Headsup integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Headsup integrations.
Marketing Automation ideas to integrate Typeform, Salesforce and Headsup.
Typeform Submitted to Create Salesforce Opportunity to Show Headsup Message
Typeform Submitted to Assign Salesforce Lead to Show Headsup Message
Typeform Submitted to Set Salesforce Campaign Member Status to Show Headsup Message
Typeform Submitted to Add Salesforce Task to Show Headsup Message
Typeform Submitted to Check Salesforce Field to Show Headsup Message
Typeform Submitted to Check Salesforce Campaign Member Status to Show Headsup Message
Typeform Submitted to Assign Salesforce Lead to Group to Show Headsup Message
Typeform Submitted to Update Salesforce Field to Show Headsup Message
Typeform Submitted to Show Headsup Message to Create Salesforce Opportunity
Typeform Submitted to Show Headsup Message to Assign Salesforce Lead
Typeform Submitted to Show Headsup Message to Set Salesforce Campaign Member Status
Typeform Submitted to Show Headsup Message to Add Salesforce Task
Typeform Submitted to Show Headsup Message to Assign Salesforce Lead to Group
Typeform Submitted to Show Headsup Message to Update Salesforce Field
Typeform Submitted to Check Headsup Status to Create Salesforce Opportunity
Typeform Submitted to Check Headsup Status to Assign Salesforce Lead
Typeform Submitted to Check Headsup Status to Set Salesforce Campaign Member Status
Typeform Submitted to Check Headsup Status to Add Salesforce Task
Typeform Submitted to Check Headsup Status to Assign Salesforce Lead to Group
Typeform Submitted to Check Headsup Status to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Show Headsup Message
Salesforce Field Changed to Has Submitted Typeform to Show Headsup Message
Typeform Submitted to Check Headsup Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Assign Salesforce Lead to Group to Show Headsup Message
Typeform Submitted to Update Salesforce Field to Show Headsup Message
Typeform Submitted to Check Headsup Status to Assign Salesforce Lead to Group
Typeform Submitted to Set Salesforce Campaign Member Status to Show Headsup Message
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Show Headsup Message to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Create Salesforce Opportunity to Show Headsup Message
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Show Headsup Message to Update Salesforce Field
Typeform Submitted to Show Headsup Message to Assign Salesforce Lead to Group
Typeform Submitted to Check Headsup Status to Assign Salesforce Lead
Typeform Submitted to Check Headsup Status to Update Salesforce Field
Typeform Submitted to Assign Salesforce Lead to Show Headsup Message
Showing 42 journey ideas for Typeform, Salesforce and Headsup
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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 Typeform integration, Salesforce integration and the Headsup integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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
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.
