Salesforce + Heap Integration
Use Autopilot to automate and integrate Salesforce and Heap.
Marketing Automation ideas to integrate Salesforce and Heap
Heap Event to Set Salesforce Campaign Member Status
Heap Event to Check Field to Update Salesforce Field
Heap Event to Add Salesforce Task
Salesforce Campaign Trigger to Send Segment Event
Heap Event to Check Field to Assign Salesforce Lead to Group
Heap Event to Assign Salesforce Lead
Heap Event to Send Segment Event
Heap Event to Check Salesforce Campaign Member Status to Remove From List
Heap Event to Check Salesforce Campaign Member Status to Send Segment Event
Form Submitted to Update Salesforce Field
Heap Event to Create Salesforce Opportunity
Heap Event to Remove From List
Heap Event to Create Salesforce Opportunity
Heap Event to Send Segment Event to Assign Salesforce Lead to Group
Heap Event to Check Field to Add Salesforce Task
Form Submitted to Assign Salesforce Lead
Heap Event to Update Salesforce Field to Send Segment Event
Heap Event to Assign Salesforce Lead to Send Segment Event
API Trigger to Update Salesforce Field
Heap Event to Assign Salesforce Lead to Group
Showing 20 of 353 Marketing Automation ideas using Autopilot's Salesforce and Heap integration.
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.
About Heap
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 Salesforce 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's value meets your criteria (e.g. contains a particular word).
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.
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.
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 and Heap.
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