Salesforce + Segment + Zendesk integration

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

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Marketing Automation ideas to integrate Salesforce, Segment and Zendesk.

Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Segment Event

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Salesforce Campaign Trigger to Update Salesforce Field to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Check Salesforce Field to Send Segment Event

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Segment Event to Zendesk Ticket Status to Update Salesforce Field

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Submits New Zendesk Ticket to Send Segment Event to Update Salesforce Field

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Submits New Zendesk Ticket to Check Salesforce Campaign Member Status to Send Segment Event

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Salesforce Field Changed to Check Salesforce Field to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Send Segment Event to Assign Salesforce Lead to Group

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Submits New Zendesk Ticket to Send Segment Event to Add Salesforce Task

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Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Send Segment Event

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Segment Event to Check Salesforce Campaign Member Status to Send Segment Event

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Salesforce Campaign Trigger to Send Segment Event to Create Salesforce Opportunity

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Segment Event to Submit New Zendesk Ticket to Assign Salesforce Lead

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Segment Event to Assign Salesforce Lead to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Send Segment Event to Add Salesforce Task

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Salesforce Field Changed to Send Segment Event to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Segment Event

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Segment Event to Assign Salesforce Lead to Group to Send Segment Event

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Showing 20 journey ideas for Salesforce, Segment 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 Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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, Segment 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).
Segment Event
Add a contact to a journey when they perform a Segment event.
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.
Send Segment Event
Send a contextual Segment Event.
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, Segment and Zendesk.