Salesforce + Trello + Zendesk integration

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

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Marketing Automation ideas to integrate Salesforce, Trello and Zendesk.

Salesforce Field Changed to Add Trello Card to Assign Salesforce Lead

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Submits New Zendesk Ticket to Add Trello Card to Assign Salesforce Lead to Group

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Submits New Zendesk Ticket to Add Trello Card to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Check Salesforce Field to Add Trello Card

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Salesforce Campaign Trigger to Submit New Zendesk Ticket to Add Trello Card

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Submits New Zendesk Ticket to Add Salesforce Task to Add Trello Card

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Salesforce Field Changed to Update Salesforce Field to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Add Trello Card

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Submits New Zendesk Ticket to Add Trello Card to Update Salesforce Field

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Salesforce Campaign Trigger to Add Trello Card to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Add Trello Card to Assign Salesforce Lead

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Salesforce Campaign Trigger to Add Trello Card to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Update Salesforce Field to Add Trello Card

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Salesforce Campaign Trigger to Check Salesforce Field to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Update Salesforce Field

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Salesforce Field Changed to Add Trello Card to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Assign Salesforce Lead to Add Trello Card

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Submits New Zendesk Ticket to Add Trello Card to Create Salesforce Opportunity

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Submits New Zendesk Ticket to Update Salesforce Field to Add Trello Card

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Showing 20 journey ideas for Salesforce, Trello 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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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, Trello 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).
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.
Add Trello Card
Adds a Trello card to a board.
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, Trello and Zendesk.