Salesforce + Zendesk + Intercom integration
Use Autopilot to create journeys that use the Salesforce, Zendesk and Intercom integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Zendesk and Intercom.
Intercom Tag to Assign Salesforce Lead to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Zendesk Ticket Status to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status
Submits New Zendesk Ticket to Zendesk Ticket Status to Set Salesforce Campaign Member Status
New Intercom Lead to Zendesk Ticket Status to Add Salesforce Task
Salesforce Campaign Trigger to Add Salesforce Task to Submit New Zendesk Ticket
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Add Intercom Tag to Submit New Zendesk Ticket to Assign Salesforce Lead
Add Intercom Tag to Zendesk Ticket Status to Add Salesforce Task
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Create Salesforce Opportunity
Salesforce Campaign Trigger to Submit New Zendesk Ticket to Create Salesforce Opportunity
New Intercom Lead to Zendesk Ticket Status to Assign Salesforce Lead
Add Intercom Tag to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Add Intercom Tag to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
New Intercom User to Zendesk Ticket Status to Assign Salesforce Lead
Intercom Tag to Add Salesforce Task to Submit New Zendesk Ticket
Salesforce Campaign Trigger to Zendesk Ticket Status to Update Salesforce Field
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
Intercom Tag to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status
Add Intercom Tag to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Showing 20 journey ideas for Salesforce, Zendesk and Intercom
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 Intercom integration
Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Intercom 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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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.
