Facebook + Salesforce + Heap integration

Use Autopilot to create journeys that use the Facebook, Salesforce and Heap integrations.

Marketing Automation ideas to integrate Facebook, Salesforce and Heap.

Heap Event to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Heap Event to Remove From Facebook Custom Audience to Assign Salesforce Lead

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Heap Event to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status

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Heap Event to Remove From Facebook Custom Audience to Add Salesforce Task

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Heap Event to Remove From Facebook Custom Audience to Assign Salesforce Lead to Group

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Heap Event to Remove From Facebook Custom Audience to Update Salesforce Field

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Heap Event to Add to Facebook Custom Audience to Create Salesforce Opportunity

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Heap Event to Add to Facebook Custom Audience to Assign Salesforce Lead

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Heap Event to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status

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Heap Event to Add to Facebook Custom Audience to Add Salesforce Task

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Heap Event to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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Heap Event to Add to Facebook Custom Audience to Update Salesforce Field

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Heap Event to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity

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Heap Event to Has Submitted Facebook Lead Ad to Assign Salesforce Lead

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Heap Event to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status

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Heap Event to Has Submitted Facebook Lead Ad to Add Salesforce Task

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Heap Event to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Heap Event to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Heap Event to Create Salesforce Opportunity to Remove From Facebook Custom Audience

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Heap Event to Create Salesforce Opportunity to Add to Facebook Custom Audience

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Heap Event to Assign Salesforce Lead to Remove From Facebook Custom Audience

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Heap Event to Assign Salesforce Lead to Add to Facebook Custom Audience

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Heap Event to Set Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Heap Event to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Heap Event to Add Salesforce Task to Remove From Facebook Custom Audience

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Heap Event to Add Salesforce Task to Add to Facebook Custom Audience

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Heap Event to Check Salesforce Field to Remove From Facebook Custom Audience

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Heap Event to Check Salesforce Field to Add to Facebook Custom Audience

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Heap Event to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Heap Event to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience

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Heap Event to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Heap Event to Assign Salesforce Lead to Group to Add to Facebook Custom Audience

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Heap Event to Update Salesforce Field to Remove From Facebook Custom Audience

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Heap Event to Update Salesforce Field to Add to Facebook Custom Audience

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Heap Event to Add to Facebook Custom Audience to Create Salesforce Opportunity

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status

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Heap Event to Assign Salesforce Lead to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Remove From Facebook Custom Audience

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Heap Event to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience

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Heap Event to Add to Facebook Custom Audience to Add Salesforce Task

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Salesforce Field Changed to Update Salesforce Field to Add to Facebook Custom Audience

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Heap Event to Add to Facebook Custom Audience to Update Salesforce Field

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Salesforce Campaign Trigger to Add to Facebook Custom Audience to Add Salesforce Task

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Salesforce Field Changed to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Update Salesforce Field to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add to Facebook Custom Audience to Assign Salesforce Lead

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Heap Event to Remove From Facebook Custom Audience to Update Salesforce Field

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Salesforce Field Changed to Check Salesforce Field to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Add Salesforce Task to Add to Facebook Custom Audience

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Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Create Salesforce Opportunity

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Showing 54 journey ideas for Facebook, Salesforce and Heap

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

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 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 Facebook integration, Salesforce integration and the Heap integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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).
Heap Event
Add a contact to a journey when they perform a Heap event.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Facebook, Salesforce and Heap.