Custom Fields + Zendesk + Slack integration
Use Autopilot to create journeys that use the Custom Fields, Zendesk and Slack integrations.
Upcoming
Marketing Automation ideas to integrate Custom Fields, Zendesk and Slack.
Field Match to Send Slack Message to Submit New Zendesk Ticket
Field Match to Update Field to Submit New Zendesk Ticket
Field Match to Zendesk Ticket Status to Send Slack Message
Submits New Zendesk Ticket to Zendesk Ticket Status to Update Field
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Update Field
Submits New Zendesk Ticket to Update Field to Send Slack Message
Field Match to Submit New Zendesk Ticket to Update Field
Submits New Zendesk Ticket to Send Slack Message to Update Field
Submits New Zendesk Ticket to Check Field to Send Slack Message
Field Match to Submit New Zendesk Ticket to Send Slack Message
Field Match to Check Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket 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
Showing 14 journey ideas for Custom Fields, Zendesk and Slack
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 Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Custom Fields integration, Zendesk integration and the Slack 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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Send Slack Message
Send a contextual Slack message to a Slack channel.
