Salesforce + Zendesk + Autopilot API integration
Use Autopilot to create journeys that use the Salesforce, Zendesk and Autopilot API integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Zendesk and Autopilot API.
Salesforce Field Changed to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Salesforce Field Changed to Submit New Zendesk Ticket to Assign Salesforce Lead
Salesforce Campaign Trigger to Zendesk Ticket Status to Add Salesforce Task
API Trigger to Zendesk Ticket Status to Create Salesforce Opportunity
API Trigger to Zendesk Ticket Status to Add Salesforce Task
Submits New Zendesk Ticket to Zendesk Ticket Status to Assign Salesforce Lead
Salesforce Campaign Trigger to Create Salesforce Opportunity to Submit New Zendesk Ticket
API Trigger to Submit New Zendesk Ticket to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Assign Salesforce Lead to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Zendesk Ticket Status to Add Salesforce Task
Salesforce Campaign Trigger to Zendesk Ticket Status to Set Salesforce Campaign Member Status
API Trigger to Create Salesforce Opportunity to Submit New Zendesk Ticket
Salesforce Field Changed to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
API Trigger to Zendesk Ticket Status to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
API Trigger to Submit New Zendesk Ticket to Add Salesforce Task
API Trigger to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
API Trigger to Zendesk Ticket Status to Update Salesforce Field
Salesforce Field Changed to Submit New Zendesk Ticket to Update Salesforce Field
Showing 20 journey ideas for Salesforce, Zendesk and Autopilot API
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 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.
About the Autopilot API integration
The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Autopilot API 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.
API Trigger
Add a contact to a journey using a custom API call.
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.
