Custom Fields + Zendesk + Heap integration
Use Autopilot to create journeys that use the Custom Fields, Zendesk and Heap integrations.
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Marketing Automation ideas to integrate Custom Fields, Zendesk and Heap.
Heap Event to Update Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Check Field to Submit New Zendesk Ticket
Heap Event to Submit New Zendesk Ticket to Update Field
Field Match to Submit New Zendesk Ticket to Update Field
Submits New Zendesk Ticket to Zendesk Ticket Status to Update Field
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Update Field
Heap Event to Check Field to Submit New Zendesk Ticket
Field Match to Zendesk Ticket Status to Update Field
Submits New Zendesk Ticket to Update Field to Submit New Zendesk Ticket
Heap Event to Zendesk Ticket Status to Update Field
Field Match to Update Field to Submit New Zendesk Ticket
Field Match to Check Field to Submit New Zendesk Ticket
Showing 12 journey ideas for Custom Fields, Zendesk and Heap
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 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.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Zendesk integration and the Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
