Email + Zendesk + Salesforce integration
Use Autopilot to create journeys that use the Email, Zendesk and Salesforce integrations.
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Marketing Automation ideas to integrate Email, Zendesk and Salesforce.
Submits New Zendesk Ticket to Set Salesforce Campaign Member Status to Send Email
Submits New Zendesk Ticket to Check Email Status to Assign Salesforce Lead to Group
Email Activity to Update Salesforce Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send Email to Add Salesforce Task
Submits New Zendesk Ticket to Send Email to Set Salesforce Campaign Member Status
Email Activity to Check Salesforce Field to Submit New Zendesk Ticket
Email Activity to Send Email to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send Email to Assign Salesforce Lead to Group
Email Activity to Submit New Zendesk Ticket to Update Salesforce Field
Submits New Zendesk Ticket to Send Email to Create Salesforce Opportunity
Email Activity to Zendesk Ticket Status to Send Email
Submits New Zendesk Ticket to Send Email to Assign Salesforce Lead
Submits New Zendesk Ticket to Check Email Status to Add Salesforce Task
Submits New Zendesk Ticket to Send Email to Submit New Zendesk Ticket
Salesforce Field Changed to Zendesk Ticket Status to Send Email
Submits New Zendesk Ticket to Update Salesforce Field to Send Email
Email Activity to Submit New Zendesk Ticket to Create Salesforce Opportunity
Submits New Zendesk Ticket to Zendesk Ticket Status to Send Email
Submits New Zendesk Ticket to Check Salesforce Field to Send Email
Salesforce Campaign Trigger to Send Email to Submit New Zendesk Ticket
Showing 20 journey ideas for Email, Zendesk and Salesforce
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Email integration, Zendesk integration and the Salesforce integration.
Journey Triggers
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Conditions
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey Actions
Send Email
Send a contact a personalized marketing or transactional email.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
