Headsup + Salesforce Integration

Use Autopilot to automate and integrate Headsup and Salesforce.

Marketing Automation ideas to integrate Headsup and Salesforce

Salesforce Field Changed to Show Headsup Message

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Salesforce Campaign Trigger to Update Salesforce Field to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message

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Twilio SMS Received to Create Salesforce Opportunity

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Twilio SMS Received to Set Salesforce Campaign Member Status

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Unsubscribed from Mailchimp Audience to Check Headsup Status to Create Salesforce Opportunity

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Unsubscribed from Mailchimp Audience to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Headsup Status to Add to Google Ads Audience

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Salesforce Field Changed to Assign Salesforce Lead to Show Headsup Message

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Unsubscribed from Mailchimp Audience to Show Headsup Message

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Show Headsup Message

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Salesforce Campaign Trigger to Send Push Notification

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Salesforce Campaign Trigger to Check Headsup Status to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Show Headsup Message to Create Salesforce Opportunity

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Twilio SMS Received to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Mail Lob Postcard to Show Headsup Message

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Salesforce Campaign Trigger to Check Headsup Status to Create Salesforce Opportunity

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Salesforce Field Changed to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message

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Unsubscribed from Mailchimp Audience to Show Headsup Message to Create Salesforce Opportunity

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Showing 20 of 354 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.

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 Headsup and Salesforce.