Salesforce + Zendesk + Facebook integration

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

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Marketing Automation ideas to integrate Salesforce, Zendesk and Facebook.

Submits New Zendesk Ticket to Update Salesforce Field to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Zendesk Ticket Status to Set Salesforce Campaign Member Status

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Submits New Zendesk Ticket to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Facebook Lead Ad Submitted to Zendesk Ticket Status to Assign Salesforce Lead

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Salesforce Campaign Trigger to Assign Salesforce Lead to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Zendesk Ticket Status to Remove From Facebook Custom Audience

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Submits New Zendesk Ticket to Zendesk Ticket Status to Assign Salesforce Lead to Group

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Salesforce Field Changed to Remove From Facebook Custom Audience to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Submit New Zendesk Ticket

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Facebook Lead Ad Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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Salesforce Field Changed to Zendesk Ticket Status to Create Salesforce Opportunity

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Salesforce Field Changed to Zendesk Ticket Status to Add Salesforce Task

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Submits New Zendesk Ticket to Zendesk Ticket Status to Add Salesforce Task

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Salesforce Campaign Trigger to Zendesk Ticket Status to Create Salesforce Opportunity

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Submits New Zendesk Ticket to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group

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Submits New Zendesk Ticket to Update Salesforce Field to Add to Facebook Custom Audience

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Salesforce Field Changed to Create Salesforce Opportunity to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Check Salesforce Campaign Member Status to Remove From Facebook Custom Audience

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Salesforce Campaign Trigger to Submit New Zendesk Ticket to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Create Salesforce Opportunity to Submit New Zendesk Ticket

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Showing 20 journey ideas for Salesforce, Zendesk and Facebook

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 Facebook integration

Our Facebook integration takes your audiences and automatically syncs them with Facebook to help you grow them. Target customers similar to the ones in each of your audiences.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Facebook 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.
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.

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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.

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, Zendesk and Facebook.