Salesforce + Smart Segments + Zendesk integration
Use Autopilot to create journeys that use the Salesforce, Smart Segments and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Smart Segments and Zendesk.
Smart Segment Trigger to Zendesk Ticket Status to Assign Salesforce Lead
Smart Segment Trigger to Submit New Zendesk Ticket to Update Salesforce Field
Smart Segment Trigger to Create Salesforce Opportunity to Submit New Zendesk Ticket
Smart Segment Trigger to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
Smart Segment Trigger to Submit New Zendesk Ticket to Create Salesforce Opportunity
Smart Segment Trigger to Update Salesforce Field to Submit New Zendesk Ticket
Smart Segment Trigger to Zendesk Ticket Status to Create Salesforce Opportunity
Smart Segment Trigger to Assign Salesforce Lead to Submit New Zendesk Ticket
Smart Segment Trigger to Add Salesforce Task to Submit New Zendesk Ticket
Smart Segment Trigger to Submit New Zendesk Ticket to Assign Salesforce Lead to Group
Smart Segment Trigger to Zendesk Ticket Status to Assign Salesforce Lead to Group
Smart Segment Trigger to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status
Smart Segment Trigger to Check Salesforce Field to Submit New Zendesk Ticket
Smart Segment Trigger to Zendesk Ticket Status to Update Salesforce Field
Smart Segment Trigger to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Smart Segment Trigger to Submit New Zendesk Ticket to Assign Salesforce Lead
Smart Segment Trigger to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Smart Segment Trigger to Submit New Zendesk Ticket to Add Salesforce Task
Smart Segment Trigger to Zendesk Ticket Status to Add Salesforce Task
Smart Segment Trigger to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Showing 20 journey ideas for Salesforce, Smart Segments 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 Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
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, Smart Segments 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).
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.
