Salesforce + Typeform + Zendesk integration
Use Autopilot to create journeys that use the Salesforce, Typeform and Zendesk integrations.
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Marketing Automation ideas to integrate Salesforce, Typeform and Zendesk.
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Create Salesforce Opportunity to Submit New Zendesk Ticket
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Assign Salesforce Lead to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
Submits New Zendesk Ticket to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Typeform Submitted to Zendesk Ticket Status to Update Salesforce Field
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Typeform Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead
Submits New Zendesk Ticket to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Update Salesforce Field to Submit New Zendesk Ticket
Typeform Submitted to Add Salesforce Task to Submit New Zendesk Ticket
Typeform Submitted to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Submits New Zendesk Ticket to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Has Submitted Typeform to Update Salesforce Field
Showing 20 journey ideas for Salesforce, Typeform 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 Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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, Typeform 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).
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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.
