Send targeted behavioral emails using your Heap data
Swiftask turns your Heap insights into immediate actions. Automatically trigger personalized emails the moment a user hits a key product milestone.
Result:
Drive engagement and retention by sending the right message at the exact moment your user needs it.
AI Agents
heap
Connector heap · Secure OAuth 2.0
The gap between product data and marketing campaigns
You track user journeys in Heap, but your email campaigns remain generic or delayed. This disconnect between behavioral data and marketing action is what kills your conversion rates.
Main negative impacts:
Irrelevant marketing campaigns
Without real-time sync, you end up sending emails that are out of sync with the user's current context.
Dependency on dev cycles
Every update to your email triggers requires engineering resources to tweak your workflows.
Missed conversion opportunities
Timing is everything. If your re-engagement or advice email arrives too late, the user has already left.
Swiftask bridges this gap. By connecting Heap, your AI agents detect critical behaviors instantly and trigger the right email, with zero code required.
BEFORE / AFTER
What changes with Swiftask
Traditional manual workflow
Product team identifies a segment in Heap. They export data, send it to marketing, who prepares a list and manually sets up the campaign. Result: zero reactivity and static targeting.
Intelligent automation with Swiftask
As soon as a user performs a specific product action (e.g., feature activation), Heap sends the signal. The Swiftask AI agent analyzes the context and instantly sends a personalized, contextual email.
Deploy your email scenarios in 4 phases
1
STEP 1 : Define triggers in Heap
Identify key behavioral events in Heap that should trigger a communication.
2
STEP 2 : Set up the Swiftask agent
Create your agent in Swiftask and connect it to your email tool via the Heap connector.
3
STEP 3 : AI content personalization
Configure the tone and structure of your emails so the AI adapts messages to each user profile.
4
STEP 4 : Monitoring and optimization
Track your email performance and adjust trigger rules directly in Swiftask.
Advanced automation capabilities
The agent analyzes the full user journey: usage frequency, feature adoption, and friction points identified in Heap.
- Target connector: The agent performs the right actions in heap based on event context.
- Automated actions: Send personalized welcome emails, trial expiration reminders, usage tips based on unused features, success alerts.
- Native governance: All communications are logged for deep marketing ROI analysis.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-heap@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic advantages for your growth
Contextual engagement
Your emails respond precisely to actions the user just took.
Marketing agility
Update your automation scenarios in minutes, without bothering your IT team.
Increased retention
Guide users through product adoption with automated support and advice.
Precision targeting
Leverage Heap's analytical power to segment your audience in real time.
Operational scalability
Handle thousands of personalized journeys without increasing your workload.
Data security and governance
Swiftask applies enterprise-grade security standards for your heap automations.
- Secure Heap integration: Swiftask uses secure API access, respecting your product data privacy standards.
- Granular control: You maintain full control over the data sent and the segments targeted.
- GDPR compliance: Communication management is designed to meet your data protection obligations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your key metrics
| Metric | Before | After |
|---|---|---|
| Reaction time | Several days | A few seconds |
| Open rate | Industry standard | Increased due to relevance |
| Technical effort | Heavy development | No-code setup |
Take action with heap
Drive engagement and retention by sending the right message at the exact moment your user needs it.