Salesforce + NationBuilder + Zendesk integration

Use Autopilot to create journeys that use the Salesforce, NationBuilder and Zendesk integrations.

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Marketing Automation ideas to integrate Salesforce, NationBuilder and Zendesk.

New NationBuilder Person Tag to Submit New Zendesk Ticket to Update Salesforce Field

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Salesforce Field Changed to Is a NationBuilder Donor? to Update Salesforce Field

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NationBuilder Membership Status to Zendesk Ticket Status to Add Salesforce Task

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New NationBuilder Person Tag to Is a NationBuilder Donor? to Update Salesforce Field

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New NationBuilder Donor to Zendesk Ticket Status to Create Salesforce Opportunity

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Salesforce Field Changed to Is a NationBuilder Donor? to Submit New Zendesk Ticket

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Added to NationBuilder Nation List to Submit New Zendesk Ticket to Add Salesforce Task

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New NationBuilder Person Tag to Add Salesforce Task to Submit New Zendesk Ticket

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New NationBuilder Person Tag to Is a NationBuilder Donor? to Assign Salesforce Lead

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Added to NationBuilder Nation List to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Is a NationBuilder Donor? to Add Salesforce Task

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New NationBuilder Donor to Submit New Zendesk Ticket to Create Salesforce Opportunity

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New NationBuilder Person Tag to Zendesk Ticket Status to Add Salesforce Task

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Salesforce Campaign Trigger to Is a NationBuilder Donor? to Add Salesforce Task

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New NationBuilder Donor to Is a NationBuilder Donor? to Set Salesforce Campaign Member Status

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New NationBuilder Donor to Submit New Zendesk Ticket to Add Salesforce Task

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Submits New Zendesk Ticket to Is a NationBuilder Donor? to Create Salesforce Opportunity

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Added to NationBuilder Nation List to Is a NationBuilder Donor? to Create Salesforce Opportunity

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New NationBuilder Donor to Check Salesforce Field to Submit New Zendesk Ticket

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New NationBuilder Person Tag to Is a NationBuilder Donor? to Set Salesforce Campaign Member Status

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Showing 20 journey ideas for Salesforce, NationBuilder 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 NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

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, NationBuilder 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).
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.
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 a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.
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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, NationBuilder and Zendesk.