Salesforce + Zendesk + Headsup integration

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

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Marketing Automation ideas to integrate Salesforce, Zendesk and Headsup.

Salesforce Campaign Trigger to Zendesk Ticket Status to Show Headsup Message

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Submits New Zendesk Ticket to Check Headsup Status to Update Salesforce Field

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

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Submits New Zendesk Ticket to Create Salesforce Opportunity to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Submit New Zendesk Ticket to Show Headsup Message

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Salesforce Field Changed to Show Headsup Message to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Zendesk Ticket Status to Create Salesforce Opportunity

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Salesforce Field Changed to Check Headsup Status to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Check Headsup Status to Create Salesforce Opportunity

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

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

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Salesforce Field Changed to Zendesk Ticket Status to Create Salesforce Opportunity

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

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Salesforce Field Changed to Zendesk Ticket Status to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Zendesk Ticket Status to Update Salesforce Field

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

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

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Salesforce Field Changed to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Zendesk Ticket Status to Assign Salesforce Lead

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Salesforce Field Changed to Add Salesforce Task to Submit New Zendesk Ticket

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Showing 20 journey ideas for Salesforce, Zendesk and Headsup

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 Headsup integration

Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Headsup 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.

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.
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).

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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.

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 Headsup.