Headsup + Salesforce Integration
Use Autopilot to automate and integrate Headsup and Salesforce.
Marketing Automation ideas to integrate Headsup and Salesforce
Salesforce Campaign Trigger to Show Headsup Message
Salesforce Campaign Trigger to Add to List to Show Headsup Message
Subscribed to Mailchimp audience to Assign Salesforce Lead to Show Headsup Message
Smart Segment Trigger to Assign Salesforce Lead to Group
Drift Goal Reached to Assign Salesforce Lead to Group to Show Headsup Message
New Intercom User to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check Headsup Status to Assign Salesforce Lead
Salesforce Campaign Trigger to Show Headsup Message
New Intercom User to Set Salesforce Campaign Member Status to Show Headsup Message
New Wufoo Form Submitted to Show Headsup Message
Subscribed to Mailchimp audience to Update Salesforce Field
Drift Goal Reached to Show Headsup Message
New Wufoo Form Submitted to Show Headsup Message to Add Salesforce Task
HubSpot CRM Contact Field Match to Show Headsup Message
Subscribed to Mailchimp audience to Show Headsup Message
New Wufoo Form Submitted to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Headsup Status to Assign Salesforce Lead
Salesforce Field Changed to Check Headsup Status to Add Salesforce Task
Salesforce Campaign Trigger to Show Headsup Message
Drift Goal Reached to Show Headsup Message to Create Salesforce Opportunity
Showing 20 of 1442 Marketing Automation ideas using Autopilot's Headsup and Salesforce integration.
About Headsup
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 Salesforce
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 Headsup integration.
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.
Actions
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.
