Salesforce + Instapage + Headsup integration

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

Marketing Automation ideas to integrate Salesforce, Instapage and Headsup.

Instapage Form Submitted to Create Salesforce Opportunity to Show Headsup Message

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Instapage Form Submitted to Assign Salesforce Lead to Show Headsup Message

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Instapage Form Submitted to Set Salesforce Campaign Member Status to Show Headsup Message

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Instapage Form Submitted to Add Salesforce Task to Show Headsup Message

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Instapage Form Submitted to Check Salesforce Field to Show Headsup Message

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Instapage Form Submitted to Check Salesforce Campaign Member Status to Show Headsup Message

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Instapage Form Submitted to Assign Salesforce Lead to Group to Show Headsup Message

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Instapage Form Submitted to Update Salesforce Field to Show Headsup Message

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Instapage Form Submitted to Show Headsup Message to Create Salesforce Opportunity

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Instapage Form Submitted to Show Headsup Message to Assign Salesforce Lead

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Instapage Form Submitted to Show Headsup Message to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Show Headsup Message to Add Salesforce Task

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Instapage Form Submitted to Show Headsup Message to Assign Salesforce Lead to Group

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Instapage Form Submitted to Show Headsup Message to Update Salesforce Field

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Instapage Form Submitted to Check Headsup Status to Create Salesforce Opportunity

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Instapage Form Submitted to Check Headsup Status to Assign Salesforce Lead

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Instapage Form Submitted to Check Headsup Status to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Check Headsup Status to Add Salesforce Task

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Instapage Form Submitted to Check Headsup Status to Assign Salesforce Lead to Group

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Instapage Form Submitted to Check Headsup Status to Update Salesforce Field

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Instapage Form Submitted to Check Headsup Status to Assign Salesforce Lead

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Instapage Form Submitted to Update Salesforce Field to Show Headsup Message

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Instapage Form Submitted to Check Headsup Status to Add Salesforce Task

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Instapage Form Submitted to Show Headsup Message to Assign Salesforce Lead

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Instapage Form Submitted to Check Salesforce Campaign Member Status to Show Headsup Message

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Instapage Form Submitted to Set Salesforce Campaign Member Status to Show Headsup Message

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Instapage Form Submitted to Check Headsup Status to Create Salesforce Opportunity

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Instapage Form Submitted to Check Headsup Status to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Show Headsup Message to Assign Salesforce Lead to Group

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Instapage Form Submitted to Assign Salesforce Lead to Group to Show Headsup Message

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Instapage Form Submitted to Check Headsup Status to Update Salesforce Field

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Instapage Form Submitted to Check Salesforce Field to Show Headsup Message

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Instapage Form Submitted to Show Headsup Message to Add Salesforce Task

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Instapage Form Submitted to Show Headsup Message to Update Salesforce Field

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Instapage Form Submitted to Create Salesforce Opportunity to Show Headsup Message

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Instapage Form Submitted to Add Salesforce Task to Show Headsup Message

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Instapage Form Submitted to Assign Salesforce Lead to Show Headsup Message

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Instapage Form Submitted to Check Headsup Status to Assign Salesforce Lead to Group

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Instapage Form Submitted to Show Headsup Message to Create Salesforce Opportunity

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Instapage Form Submitted to Show Headsup Message to Set Salesforce Campaign Member Status

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Showing 40 journey ideas for Salesforce, Instapage 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 Instapage integration

Instapage helps advertisers increase conversions by enabling the creation, personalization, and optimization of landing pages at scale.

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, Instapage 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).
Instapage Form Submitted
Using form capture, captures a form submission and relevant details from an Instapage form

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.
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, Instapage and Headsup.