Salesforce + Delighted + Heap integration
Use Autopilot to create journeys that use the Salesforce, Delighted and Heap integrations.
Marketing Automation ideas to integrate Salesforce, Delighted and Heap.
Heap Event to Create Salesforce Opportunity to Send Delighted NPS Survey
Heap Event to Assign Salesforce Lead to Send Delighted NPS Survey
Heap Event to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Heap Event to Add Salesforce Task to Send Delighted NPS Survey
Heap Event to Check Salesforce Field to Send Delighted NPS Survey
Heap Event to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Heap Event to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Heap Event to Update Salesforce Field to Send Delighted NPS Survey
Heap Event to Send Delighted NPS Survey to Create Salesforce Opportunity
Heap Event to Send Delighted NPS Survey to Assign Salesforce Lead
Heap Event to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Heap Event to Send Delighted NPS Survey to Add Salesforce Task
Heap Event to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Heap Event to Send Delighted NPS Survey to Update Salesforce Field
Heap Event to Check Delighted NPS Response to Create Salesforce Opportunity
Heap Event to Check Delighted NPS Response to Assign Salesforce Lead
Heap Event to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Heap Event to Check Delighted NPS Response to Add Salesforce Task
Heap Event to Check Delighted NPS Response to Assign Salesforce Lead to Group
Heap Event to Check Delighted NPS Response to Update Salesforce Field
Salesforce Field Changed to Assign Salesforce Lead to Send Delighted NPS Survey
Heap Event to Check Salesforce Field to Send Delighted NPS Survey
Heap Event to Send Delighted NPS Survey to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Delighted NPS Response to Assign Salesforce Lead to Group
Heap Event to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Heap Event to Update Salesforce Field to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey to Assign Salesforce Lead
Salesforce Field Changed to Check Delighted NPS Response to Update Salesforce Field
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Delighted NPS Response to Send Delighted NPS Survey to Update Salesforce Field
Salesforce Field Changed to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Delighted NPS Response to Check Delighted NPS Response to Create Salesforce Opportunity
Salesforce Field Changed to Add Salesforce Task to Send Delighted NPS Survey
Salesforce Campaign Trigger to Check Delighted NPS Response to Update Salesforce Field
Heap Event to Assign Salesforce Lead to Send Delighted NPS Survey
Salesforce Campaign Trigger to Add Salesforce Task to Send Delighted NPS Survey
Heap Event to Check Delighted NPS Response to Add Salesforce Task
Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Salesforce Field
Showing 40 journey ideas for Salesforce, Delighted and Heap
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 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 Salesforce integration, Delighted integration and the Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
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.
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 Heap.
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