Salesforce + Zendesk + Lists integration

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

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Marketing Automation ideas to integrate Salesforce, Zendesk and Lists.

Submits New Zendesk Ticket to Update Salesforce Field to Add to List

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Submits New Zendesk Ticket to Create Salesforce Opportunity to Remove From List

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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 Add to List to Create Salesforce Opportunity

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

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Salesforce Field Changed to Zendesk Ticket Status to Remove From List

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Salesforce Campaign Trigger to Submit New Zendesk Ticket to Add to List

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Submits New Zendesk Ticket to Add to List to Set Salesforce Campaign Member Status

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

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Removed From List to Assign Salesforce Lead to Submit New Zendesk Ticket

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

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

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

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

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Removed From List to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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

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

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List Trigger to Zendesk Ticket Status to Assign Salesforce Lead

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

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Submits New Zendesk Ticket to Assign Salesforce Lead to Submit New Zendesk Ticket

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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

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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.