Salesforce + Delighted + Zendesk integration
Use Autopilot to create journeys that use the Salesforce, Delighted and Zendesk integrations.
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Marketing Automation ideas to integrate Salesforce, Delighted and Zendesk.
Salesforce Campaign Trigger to Check Delighted NPS Response to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Check Delighted NPS Response to Add Salesforce Task
Delighted NPS Response to Send Delighted NPS Survey to Create Salesforce Opportunity
Delighted NPS Response to Check Salesforce Field to Send Delighted NPS Survey
Submits New Zendesk Ticket to Check Delighted NPS Response to Add Salesforce Task
Salesforce Field Changed to Zendesk Ticket Status to Send Delighted NPS Survey
Salesforce Campaign Trigger to Send Delighted NPS Survey to Assign Salesforce Lead
Delighted NPS Response to Zendesk Ticket Status to Update Salesforce Field
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Delighted NPS Survey
Delighted NPS Response to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Salesforce Field Changed to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Submits New Zendesk Ticket to Create Salesforce Opportunity to Send Delighted NPS Survey
Salesforce Field Changed to Send Delighted NPS Survey to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Delighted NPS Response to Zendesk Ticket Status to Add Salesforce Task
Submits New Zendesk Ticket to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Salesforce Field
Salesforce Campaign Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Showing 20 journey ideas for Salesforce, Delighted and Zendesk
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 Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
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 Salesforce integration, Delighted integration and the Zendesk integration.
Journey Triggers
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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Conditions
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.
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
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.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
