Salesforce + Zendesk + Typeform integration
Use Autopilot to create journeys that use the Salesforce, Zendesk and Typeform integrations.
Marketing Automation ideas to integrate Salesforce, Zendesk and Typeform.
Showing 20 journey ideas for Salesforce, Zendesk and Typeform
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 Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Zendesk integration and the Typeform 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.
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Journey Actions