Salesforce + Lists + Zendesk integration
Use Autopilot to create journeys that use the Salesforce, Lists and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Lists and Zendesk.
Salesforce Field Changed to Update Salesforce Field to Add to List
Removed From List to Submit New Zendesk Ticket to Assign Salesforce Lead
Salesforce Field Changed to Is on List or Segment to Set Salesforce Campaign Member Status
Removed From List to Check Salesforce Field to Add to List
Salesforce Field Changed to Zendesk Ticket Status to Remove From List
Salesforce Campaign Trigger to Add to List to Assign Salesforce Lead
Submits New Zendesk Ticket to Is on List or Segment to Add Salesforce Task
Salesforce Campaign Trigger to Remove From List to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Add to List to Assign Salesforce Lead
List Trigger to Remove From List to Assign Salesforce Lead
Salesforce Field Changed to Is on List or Segment to Create Salesforce Opportunity
Removed From List to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
Removed From List to Add to List to Set Salesforce Campaign Member Status
List Trigger to Remove From List to Set Salesforce Campaign Member Status
List Trigger to Submit New Zendesk Ticket to Create Salesforce Opportunity
Submits New Zendesk Ticket to Remove From List to Create Salesforce Opportunity
Salesforce Field Changed to Add Salesforce Task to Add to List
List Trigger to Is on List or Segment to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Lead Status to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Check Lead Status to Assign Salesforce Lead
Showing 20 journey ideas for Salesforce, Lists 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 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 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, Lists 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).
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.
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.
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.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
