Salesforce + Wufoo + Zendesk integration
Use Autopilot to create journeys that use the Salesforce, Wufoo and Zendesk integrations.
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Marketing Automation ideas to integrate Salesforce, Wufoo and Zendesk.
New Wufoo Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead
New Wufoo Form Submitted to Zendesk Ticket Status to Update Salesforce Field
New Wufoo Form Submitted to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Submit New Zendesk Ticket
Salesforce Field Changed to Has Submitted Wufoo Form to Assign Salesforce Lead
Salesforce Field Changed to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
New Wufoo Form Submitted to Has Submitted Wufoo Form to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Add Salesforce Task
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Salesforce Field
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Create Salesforce Opportunity
New Wufoo Form Submitted to Zendesk Ticket Status to Add Salesforce Task
New Wufoo Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
New Wufoo Form Submitted to Has Submitted Wufoo Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Add Salesforce Task
New Wufoo Form Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Wufoo Form to Add Salesforce Task
New Wufoo Form Submitted to Update Salesforce Field to Submit New Zendesk Ticket
Salesforce Field Changed to Has Submitted Wufoo Form to Submit New Zendesk Ticket
Salesforce Field Changed to Has Submitted Wufoo Form to Create Salesforce Opportunity
Showing 20 journey ideas for Salesforce, Wufoo 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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
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, Wufoo 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 Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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 Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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.
