Heap + Zendesk + Salesforce integration
Use Autopilot to create journeys that use the Heap, Zendesk and Salesforce integrations.
Upcoming
Marketing Automation ideas to integrate Heap, Zendesk and Salesforce.
Heap Event to Submit New Zendesk Ticket to Assign Salesforce Lead
Heap Event to Submit New Zendesk Ticket to Create Salesforce Opportunity
Heap Event to Zendesk Ticket Status to Create Salesforce Opportunity
Heap Event to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Heap Event to Add Salesforce Task to Submit New Zendesk Ticket
Heap Event to Zendesk Ticket Status to Add Salesforce Task
Heap Event to Create Salesforce Opportunity to Submit New Zendesk Ticket
Heap Event to Assign Salesforce Lead to Submit New Zendesk Ticket
Heap Event to Zendesk Ticket Status to Assign Salesforce Lead
Heap Event to Submit New Zendesk Ticket to Update Salesforce Field
Heap Event to Submit New Zendesk Ticket to Assign Salesforce Lead to Group
Heap Event to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status
Heap Event to Update Salesforce Field to Submit New Zendesk Ticket
Heap Event to Check Salesforce Field to Submit New Zendesk Ticket
Heap Event to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Heap Event to Zendesk Ticket Status to Update Salesforce Field
Heap Event to Submit New Zendesk Ticket to Add Salesforce Task
Heap Event to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
Heap Event to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Heap Event to Zendesk Ticket Status to Assign Salesforce Lead to Group
Showing 20 journey ideas for Heap, Zendesk and Salesforce
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.
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 Heap integration, Zendesk integration and the Salesforce integration.
Journey Triggers
Heap Event
Add a contact to a journey when they perform a Heap event.
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
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.
