Custom Fields + Lead Scoring + Zendesk integration
Use Autopilot to create journeys that use the Custom Fields, Lead Scoring and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Custom Fields, Lead Scoring and Zendesk.
Submits New Zendesk Ticket to Update Field to Change Score
Field Match to Submit New Zendesk Ticket to Change Score
Field Match to Change Score to Update Field
Submits New Zendesk Ticket to Check Field to Change Score
Field Match to Check Field to Change Score
Field Match to Update Field to Change Score
Field Match to Zendesk Ticket Status to Change Score
Field Match to Change Score to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Change Score to Update Field
Showing 9 journey ideas for Custom Fields, Lead Scoring and Zendesk
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
About the Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Lead Scoring integration and the Zendesk integration.
Journey Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
Update Field
Update a field to a specific value.
Change Score
Increases or decrease a number field by a specific amount.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
