Salesforce + Heap Integration

Use Autopilot to automate and integrate Salesforce and Heap.

Marketing Automation ideas to integrate Salesforce and Heap

Heap Event to Check Pipedrive Deal Stage to Set Salesforce Campaign Member Status

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Heap Event to Update Salesforce Field

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Heap Event to Check Pipedrive Deal Stage to Assign Salesforce Lead

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Heap Event to Assign Salesforce Lead to Group to Send Slack Message

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Heap Event to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Heap Event to Check Pipedrive Deal Stage to Assign Salesforce Lead

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Heap Event to Set Salesforce Campaign Member Status

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Heap Event to Has Submitted Facebook Lead Ad to Update Salesforce Field

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Heap Event to Check Pipedrive Deal Stage to Assign Salesforce Lead to Group

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Heap Event to Create Salesforce Opportunity

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Salesforce Field Changed to Eject from Journey

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Heap Event to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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Heap Event to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity

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Heap Event to Create Salesforce Opportunity

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Heap Event to Eject from Journey to Update Salesforce Field

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Heap Event to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Heap Event to Assign Salesforce Lead to Remove From List

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Heap Event to Assign Salesforce Lead to Group

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Heap Event to Update Salesforce Field

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Heap Event to Send Slack Message

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Showing 20 of 746 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.