Custom Fields + LiveChat + Zendesk integration
Use Autopilot to create journeys that use the Custom Fields, LiveChat and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Custom Fields, LiveChat and Zendesk.
LiveChat Tag to Zendesk Ticket Status to Update Field
LiveChat Tag to Update Field to Submit New Zendesk Ticket
LiveChat Tag to Check Field to Submit New Zendesk Ticket
LiveChat Tag to Submit New Zendesk Ticket to Update Field
Showing 4 journey ideas for Custom Fields, LiveChat 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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
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, LiveChat 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).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
