Salesforce + Zendesk Integration
Use Autopilot to automate and integrate Salesforce and Zendesk.
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Marketing Automation ideas to integrate Salesforce and Zendesk
New HubSpot CRM Contact to Add Salesforce Task to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Check Salesforce Field to Subscribe to Mailchimp audience
Salesforce Campaign Trigger to Remove From List to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Salesforce Field Changed to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Create Salesforce Opportunity
Submits New Zendesk Ticket to Add to Facebook Custom Audience
Submits New Zendesk Ticket to Subscribe to Mailchimp audience to Create Salesforce Opportunity
Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Removed From List to Submit New Zendesk Ticket to Assign Salesforce Lead
Submits New Zendesk Ticket to Assign Salesforce Lead
Intercom Tag to Set Salesforce Campaign Member Status
Form Submitted to Update Salesforce Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Assign Salesforce Lead
Salesforce Field Changed to Show Headsup Message
Submits New Zendesk Ticket to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Submit New Zendesk Ticket
Salesforce Campaign Trigger to Submit New Zendesk Ticket
Salesforce Field Changed to Zendesk Ticket Status to Update Salesforce Field
SurveyMonkey Survey Response to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Showing 20 of 1036 Marketing Automation ideas using Autopilot's Salesforce and Zendesk integration.
About Salesforce
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 Zendesk
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 Salesforce integration.
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.
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.
