Salesforce + Zendesk + Pipedrive integration

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

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Marketing Automation ideas to integrate Salesforce, Zendesk and Pipedrive.

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

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Salesforce Field Changed to Zendesk Ticket Status to Create Salesforce Opportunity

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

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

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

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Salesforce Field Changed to Assign Salesforce Lead to Group to Submit New Zendesk Ticket

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

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

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Salesforce Campaign Trigger to Zendesk Ticket Status to Assign Salesforce Lead

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

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

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

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Salesforce Campaign Trigger to Zendesk Ticket Status to Add Salesforce Task

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

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Salesforce Field Changed to Zendesk Ticket Status to Assign Salesforce Lead

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Salesforce Field Changed to Check 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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Salesforce Campaign Trigger to Submit New Zendesk Ticket to Create Salesforce Opportunity

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Salesforce Field Changed to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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

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Showing 20 journey ideas for Salesforce, Zendesk and Pipedrive

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 Pipedrive integration

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. Send personalized messages and take action across the entire customer lifecycle. Autopilot for Pipedrive will help you close more deals and orchestrate a better sales and marketing experience for your customers. When you connect to Pipedrive we sync all of your people, organizations and activities. We’ve included templates for Audiences, Dashboards, Reports and Playbooks to help you get started. The templates cover everything from detailed Pipedrive analytics dashboards, to playbooks that help nurture subscribers into customers. All of your Pipedrive data connects to your customer data platform in Autopilot, which means you can easily ask questions like “which UTM campaign led to the most new deals?” or "which sales emails are most effective at progressing deals?”. All of your important data and metrics are now in one place. You also get access to powerful reporting and dashboards, which means you can create marketing funnels, cohorts, metrics and goals to motivate your entire team. Built in revenue attribution for campaigns will help you see the exact MRR contribution of every email you send from nurturing new subscribers to retaining existing customers.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Pipedrive 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.

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.

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 Pipedrive.