Salesforce + Zendesk + Lists integration
Use Autopilot to create journeys that use the Salesforce, Zendesk and Lists integrations.
Marketing Automation ideas to integrate Salesforce, Zendesk and Lists.
Showing 20 journey ideas for Salesforce, Zendesk and Lists
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Journey Actions