Salesforce + Google Sheets + Headsup integration

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

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Marketing Automation ideas to integrate Salesforce, Google Sheets and Headsup.

Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to Update Salesforce Field to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Create Salesforce Opportunity to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Add Salesforce Task

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Salesforce Field Changed to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Headsup Status to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Assign Salesforce Lead to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Check Headsup Status to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to New Google Sheet Spreadsheet Row to Assign Salesforce Lead

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Assign Salesforce Lead

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Salesforce Campaign Trigger to New Google Sheet Spreadsheet Row to Show Headsup Message

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Set Salesforce Campaign Member Status to New Google Sheet Spreadsheet Row

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Salesforce Field Changed to Check Salesforce Field to New Google Sheet Spreadsheet Row

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Showing 20 journey ideas for Salesforce, Google Sheets 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 Google Sheets integration

Send a new row to your Google Sheet to analyze data from a journey and create visualizations.

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, Google Sheets 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).

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 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.
New Google Sheet Spreadsheet Row
Creates a new row in a Google Sheet.
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, Google Sheets and Headsup.