Salesforce + Zendesk + Hubspot CRM integration

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

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Marketing Automation ideas to integrate Salesforce, Zendesk and Hubspot CRM.

Submits New Zendesk Ticket to Update HubSpot Contact Field to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Submit New Zendesk Ticket to Create Salesforce Opportunity

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

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Submits New Zendesk Ticket to Check Salesforce Field to Update HubSpot Contact Field

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Salesforce Field Changed to Zendesk Ticket Status to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Zendesk Ticket Status to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Check Salesforce Field to Submit New Zendesk Ticket

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HubSpot CRM Contact Field Match to Submit New Zendesk Ticket to Assign Salesforce Lead

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Salesforce Field Changed to Update HubSpot Contact Field to Submit New Zendesk Ticket

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New HubSpot CRM Contact to Assign Salesforce Lead to Group to Submit New Zendesk Ticket

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HubSpot CRM Contact Field Match to Zendesk Ticket Status to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Salesforce Field to Submit New Zendesk Ticket

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New HubSpot CRM Contact to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

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

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Submits New Zendesk Ticket to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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

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HubSpot CRM Deal Stage Match to Update Salesforce Field to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Submit New Zendesk Ticket to Update Salesforce Field

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Submits New Zendesk Ticket to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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Showing 20 journey ideas for Salesforce, Zendesk and Hubspot CRM

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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 Hubspot CRM.