Forms + Zendesk + Salesforce integration

Use Autopilot to create journeys that use the Forms, Zendesk and Salesforce integrations.

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Marketing Automation ideas to integrate Forms, Zendesk and Salesforce.

Form Submitted to Zendesk Ticket Status to Create Salesforce Opportunity

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Form Submitted to Zendesk Ticket Status to Set Salesforce Campaign Member Status

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Form Submitted to Submit New Zendesk Ticket to Update Salesforce Field

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Salesforce Campaign Trigger to Has Submitted Form to Submit New Zendesk Ticket

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Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead to Group

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Form Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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Form Submitted to Create Salesforce Opportunity to Submit New Zendesk Ticket

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Form Submitted to Submit New Zendesk Ticket to Create Salesforce Opportunity

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Form Submitted to Assign Salesforce Lead to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Form to Update Salesforce Field

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Form Submitted to Check Salesforce Field to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Form to Create Salesforce Opportunity

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Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead

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Submits New Zendesk Ticket to Has Submitted Form to Submit New Zendesk Ticket

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Form Submitted to Zendesk Ticket Status to Update Salesforce Field

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Form Submitted to Has Submitted Form to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Form to Assign Salesforce Lead to Group

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Form Submitted to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Form to Set Salesforce Campaign Member Status

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Form Submitted to Zendesk Ticket Status to Add Salesforce Task

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Showing 20 journey ideas for Forms, Zendesk and Salesforce

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

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 Forms integration, Zendesk integration and the Salesforce integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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

Has Submitted Form
Check if a contact has previously submitted a specific form.
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

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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Forms, Zendesk and Salesforce.