Salesforce + Zendesk + Mixpanel integration

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

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Marketing Automation ideas to integrate Salesforce, Zendesk and Mixpanel.

Submits New Zendesk Ticket to Update Salesforce Field to Submit New Zendesk Ticket

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Salesforce Campaign Trigger to Check Salesforce Field 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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Mixpanel Event to Zendesk Ticket Status to Add Salesforce Task

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Submits New Zendesk Ticket to Assign Salesforce Lead to Send Mixpanel Event

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Salesforce Campaign Trigger to Zendesk Ticket Status to Assign Salesforce Lead

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

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

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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 Update Salesforce Field to Send Mixpanel Event

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Mixpanel Event to Zendesk Ticket Status to Update Salesforce Field

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Submits New Zendesk Ticket to Submit New Zendesk Ticket to Update Salesforce Field

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

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

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Mixpanel Event to Zendesk Ticket Status to Set Salesforce Campaign Member Status

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

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Salesforce Field Changed to Zendesk Ticket Status to Create Salesforce Opportunity

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Mixpanel Event to Submit New Zendesk Ticket to Assign Salesforce Lead

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Mixpanel Event to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket

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

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Showing 20 journey ideas for Salesforce, Zendesk and Mixpanel

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 Mixpanel integration

Mixpanel is the most advanced analytics platform for mobile & web. Autopilot has graphing and analysis capabilities rivalling Mixpanel, and additionally allows you to segment your customer base and send email, SMS and in-app messaging campaigns to those segmented customers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Mixpanel 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.
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.

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.
Send Mixpanel Event
Send a Mixpanel Event.

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 Mixpanel.