Salesforce + Help Scout + Zendesk integration
Use Autopilot to create journeys that use the Salesforce, Help Scout and Zendesk integrations.
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Marketing Automation ideas to integrate Salesforce, Help Scout and Zendesk.
Help Scout Create Conversation to Zendesk Ticket Status to Update Salesforce Field
Help Scout Create Conversation to Zendesk Ticket Status to Assign Salesforce Lead to Group
Help Scout Tag to Submit New Zendesk Ticket to Assign Salesforce Lead to Group
Help Scout Tag to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Create Salesforce Opportunity to Submit New Zendesk Ticket
Help Scout Tag to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Help Scout Tag to Zendesk Ticket Status to Assign Salesforce Lead
Help Scout Satisfaction Rating to Zendesk Ticket Status to Assign Salesforce Lead
Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Add Salesforce Task
Help Scout Create Conversation to Add Salesforce Task to Submit New Zendesk Ticket
Help Scout Create Conversation to Check Salesforce Field to Submit New Zendesk Ticket
Help Scout Tag to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Help Scout Create Conversation to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Assign Salesforce Lead to Submit New Zendesk Ticket
Help Scout Create Conversation to Zendesk Ticket Status to Create Salesforce Opportunity
Help Scout Create Conversation to Zendesk Ticket Status to Assign Salesforce Lead
Help Scout Tag to Zendesk Ticket Status to Add Salesforce Task
Help Scout Tag to Create Salesforce Opportunity to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Update Salesforce Field to Submit New Zendesk Ticket
Showing 20 journey ideas for Salesforce, Help Scout 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 Help Scout integration
Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.
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, Help Scout 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).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
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.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
