Salesforce + Delighted + Headsup integration

Use Autopilot to create journeys that use the Salesforce, Delighted and Headsup integrations.

Marketing Automation ideas to integrate Salesforce, Delighted and Headsup.

Salesforce Campaign Trigger to Send Delighted NPS Survey to Show Headsup Message

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Salesforce Campaign Trigger to Check Delighted NPS Response to Show Headsup Message

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Salesforce Campaign Trigger to Show Headsup Message to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Check Headsup Status to Send Delighted NPS Survey

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Salesforce Field Changed to Send Delighted NPS Survey to Show Headsup Message

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Salesforce Field Changed to Check Delighted NPS Response to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Send Delighted NPS Survey

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Salesforce Field Changed to Check Headsup Status to Send Delighted NPS Survey

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Delighted NPS Response to Create Salesforce Opportunity to Show Headsup Message

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Delighted NPS Response to Assign Salesforce Lead to Show Headsup Message

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Delighted NPS Response to Set Salesforce Campaign Member Status to Show Headsup Message

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Delighted NPS Response to Add Salesforce Task to Show Headsup Message

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Delighted NPS Response to Check Salesforce Field to Show Headsup Message

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Delighted NPS Response to Check Salesforce Campaign Member Status to Show Headsup Message

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Delighted NPS Response to Assign Salesforce Lead to Group to Show Headsup Message

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Delighted NPS Response to Update Salesforce Field to Show Headsup Message

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Delighted NPS Response to Show Headsup Message to Create Salesforce Opportunity

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Delighted NPS Response to Show Headsup Message to Assign Salesforce Lead

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Delighted NPS Response to Show Headsup Message to Set Salesforce Campaign Member Status

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Delighted NPS Response to Show Headsup Message to Add Salesforce Task

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Delighted NPS Response to Show Headsup Message to Assign Salesforce Lead to Group

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Delighted NPS Response to Show Headsup Message to Update Salesforce Field

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Delighted NPS Response to Check Headsup Status to Create Salesforce Opportunity

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Delighted NPS Response to Check Headsup Status to Assign Salesforce Lead

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Delighted NPS Response to Check Headsup Status to Set Salesforce Campaign Member Status

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Delighted NPS Response to Check Headsup Status to Add Salesforce Task

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Delighted NPS Response to Check Headsup Status to Assign Salesforce Lead to Group

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Delighted NPS Response to Check Headsup Status to Update Salesforce Field

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Delighted NPS Response to Update Salesforce Field to Show Headsup Message

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Delighted NPS Response to Show Headsup Message to Add Salesforce Task

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Assign Salesforce Lead

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Salesforce Campaign Trigger to Check Delighted NPS Response to Update Salesforce Field

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Delighted NPS Response to Check Delighted NPS Response to Update Salesforce Field

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Salesforce Campaign Trigger to Check Delighted NPS Response to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Update Salesforce Field to Send Delighted NPS Survey

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Salesforce Field Changed to Send Delighted NPS Survey to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Salesforce Field

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Delighted NPS Response to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Delighted NPS Response to Check Delighted NPS Response to Add Salesforce Task

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Delighted NPS Response to Add Salesforce Task to Show Headsup Message

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Delighted NPS Response to Check Headsup Status to Set Salesforce Campaign Member Status

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Delighted NPS Response to Assign Salesforce Lead to Send Delighted NPS Survey

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Salesforce Field Changed to Check Salesforce Field to Send Delighted NPS Survey

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Delighted NPS Response to Assign Salesforce Lead to Show Headsup Message

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Salesforce Field Changed to Create Salesforce Opportunity to Send Delighted NPS Survey

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Salesforce Field Changed to Check Delighted NPS Response to Update Salesforce Field

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Delighted NPS Response to Create Salesforce Opportunity to Send Delighted NPS Survey

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Showing 48 journey ideas for Salesforce, Delighted and Headsup

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 Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

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 Salesforce integration, Delighted integration and the Headsup integration.

Journey 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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.

Conditions

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 Delighted NPS Response
Check the previous NPS response of the contact in the journey.
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.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.

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 Salesforce, Delighted and Headsup.