Lists + Salesforce + Zendesk integration
Use Autopilot to create journeys that use the Lists, Salesforce and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Lists, Salesforce and Zendesk.
Salesforce Field Changed to Add to List to Set Salesforce Campaign Member Status
Salesforce Field Changed to Create Salesforce Opportunity to Remove From List
List Trigger to Check Salesforce Campaign Member Status to Remove From List
List Trigger to Add to List to Create Salesforce Opportunity
Removed From List to Create Salesforce Opportunity to Add to List
Removed From List to Add to List to Add Salesforce Task
Submits New Zendesk Ticket to Add to List to Assign Salesforce Lead
Salesforce Campaign Trigger to Update Salesforce Field to Remove From List
Removed From List to Submit New Zendesk Ticket to Add Salesforce Task
Salesforce Field Changed to Update Salesforce Field to Add to List
Salesforce Campaign Trigger to Remove From List to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Is on List or Segment to Update Salesforce Field
List Trigger to Add to List to Set Salesforce Campaign Member Status
Submits New Zendesk Ticket to Remove From List to Create Salesforce Opportunity
Submits New Zendesk Ticket to Add to List to Update Salesforce Field
Removed From List to Add to List to Assign Salesforce Lead to Group
List Trigger to Submit New Zendesk Ticket to Add Salesforce Task
Removed From List to Assign Salesforce Lead to Add to List
Submits New Zendesk Ticket to Update Salesforce Field to Add to List
Salesforce Campaign Trigger to Remove From List to Assign Salesforce Lead
Showing 20 journey ideas for Lists, Salesforce and Zendesk
About the Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lists integration, Salesforce integration and the Zendesk integration.
Journey Triggers
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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).
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Conditions
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
