Slack + Salesforce + Zendesk integration

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

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Marketing Automation ideas to integrate Slack, Salesforce and Zendesk.

Salesforce Field Changed to Assign Salesforce Lead to Group to Send Slack Message

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Slack Message

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Submits New Zendesk Ticket to Send Slack Message to Add Salesforce Task

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Slack Message

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Submits New Zendesk Ticket to Create Salesforce Opportunity to Send Slack Message

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Salesforce Field Changed to Assign Salesforce Lead to Send Slack Message

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Submits New Zendesk Ticket to Update Salesforce Field to Send Slack Message

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Submits New Zendesk Ticket to Send Slack Message to Update Salesforce Field

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Salesforce Campaign Trigger to Send Slack Message to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Slack Message to Add Salesforce Task

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Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Slack Message

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Salesforce Campaign Trigger to Zendesk Ticket Status to Send Slack Message

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Salesforce Field Changed to Add Salesforce Task to Send Slack Message

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Slack Message

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Salesforce Field Changed to Check Salesforce Field to Send Slack Message

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Submits New Zendesk Ticket to Add Salesforce Task to Send Slack Message

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Salesforce Field Changed to Send Slack Message to Create Salesforce Opportunity

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Submits New Zendesk Ticket to Send Slack Message to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Send Slack Message to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Assign Salesforce Lead to Send Slack Message

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Showing 20 journey ideas for Slack, Salesforce 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 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.

Create your own marketing automation journey

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

Send Slack Message
Send a contextual Slack message to a Slack channel.
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 Slack, Salesforce and Zendesk.