Twilio + Headsup + Salesforce integration
Use Autopilot to create journeys that use the Twilio, Headsup and Salesforce integrations.
Marketing Automation ideas to integrate Twilio, Headsup and Salesforce.
Twilio SMS Received to Show Headsup Message to Create Salesforce Opportunity
Twilio SMS Received to Show Headsup Message to Assign Salesforce Lead
Twilio SMS Received to Show Headsup Message to Set Salesforce Campaign Member Status
Twilio SMS Received to Show Headsup Message to Add Salesforce Task
Twilio SMS Received to Show Headsup Message to Assign Salesforce Lead to Group
Twilio SMS Received to Show Headsup Message to Update Salesforce Field
Twilio SMS Received to Check Headsup Status to Create Salesforce Opportunity
Twilio SMS Received to Check Headsup Status to Assign Salesforce Lead
Twilio SMS Received to Check Headsup Status to Set Salesforce Campaign Member Status
Twilio SMS Received to Check Headsup Status to Add Salesforce Task
Twilio SMS Received to Check Headsup Status to Assign Salesforce Lead to Group
Twilio SMS Received to Check Headsup Status to Update Salesforce Field
Twilio SMS Received to Create Salesforce Opportunity to Show Headsup Message
Twilio SMS Received to Assign Salesforce Lead to Show Headsup Message
Twilio SMS Received to Set Salesforce Campaign Member Status to Show Headsup Message
Twilio SMS Received to Add Salesforce Task to Show Headsup Message
Twilio SMS Received to Check Salesforce Field to Show Headsup Message
Twilio SMS Received to Check Salesforce Campaign Member Status to Show Headsup Message
Twilio SMS Received to Assign Salesforce Lead to Group to Show Headsup Message
Twilio SMS Received to Update Salesforce Field to Show Headsup Message
Salesforce Campaign Trigger to Send Twilio SMS to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Send Twilio SMS
Salesforce Campaign Trigger to Check Headsup Status to Send Twilio SMS
Salesforce Field Changed to Send Twilio SMS to Show Headsup Message
Salesforce Field Changed to Show Headsup Message to Send Twilio SMS
Salesforce Field Changed to Check Headsup Status to Send Twilio SMS
Twilio SMS Received to Check Salesforce Campaign Member Status to Show Headsup Message
Salesforce Field Changed to Send Twilio SMS to Show Headsup Message
Twilio SMS Received to Check Headsup Status to Assign Salesforce Lead
Twilio SMS Received to Check Headsup Status to Send Twilio SMS
Twilio SMS Received to Add Salesforce Task to Show Headsup Message
Twilio SMS Received to Check Headsup Status to Set Salesforce Campaign Member Status
Twilio SMS Received to Show Headsup Message to Assign Salesforce Lead to Group
Salesforce Field Changed to Check Headsup Status to Send Twilio SMS
Twilio SMS Received to Show Headsup Message to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Headsup Status to Send Twilio SMS
Twilio SMS Received to Assign Salesforce Lead to Group to Show Headsup Message
Twilio SMS Received to Check Headsup Status to Add Salesforce Task
Salesforce Field Changed to Show Headsup Message to Send Twilio SMS
Twilio SMS Received to Show Headsup Message to Update Salesforce Field
Twilio SMS Received to Assign Salesforce Lead to Show Headsup Message
Twilio SMS Received to Show Headsup Message to Send Twilio SMS
Salesforce Campaign Trigger to Show Headsup Message to Send Twilio SMS
Twilio SMS Received to Show Headsup Message to Add Salesforce Task
Twilio SMS Received to Create Salesforce Opportunity to Show Headsup Message
Twilio SMS Received to Check Headsup Status to Create Salesforce Opportunity
Showing 46 journey ideas for Twilio, Headsup and Salesforce
About the Twilio integration
Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Twilio integration, Headsup integration and the Salesforce integration.
Journey Triggers
Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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 Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Journey Actions
Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
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 Twilio, Headsup and Salesforce.
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