Slack + Custom Fields + Zendesk integration

Use Autopilot to create journeys that use the Slack, Custom Fields and Zendesk integrations.

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Marketing Automation ideas to integrate Slack, Custom Fields and Zendesk.

Submits New Zendesk Ticket to Send Slack Message to Update Field

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Field Match to Update Field to Send Slack Message

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Field Match to Send Slack Message to Update Field

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Submits New Zendesk Ticket to Update Field to Send Slack Message

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Field Match to Send Slack Message to Submit New Zendesk Ticket

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Field Match to Check Field to Send Slack Message

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Field Match to Submit New Zendesk Ticket to Send Slack Message

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Submits New Zendesk Ticket to Check Field to Send Slack Message

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Field Match to Zendesk Ticket Status to Send Slack Message

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Showing 9 journey ideas for Slack, Custom Fields and Zendesk

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Slack integration, Custom Fields integration and the Zendesk integration.

Journey Triggers

Field Match
Add a contact to a journey when a particular field's value 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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

Journey Actions

Send Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a 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 Slack, Custom Fields and Zendesk.