Slack + Zendesk + Salesforce integration
Use Autopilot to create journeys that use the Slack, Zendesk and Salesforce integrations.
Upcoming
Marketing Automation ideas to integrate Slack, Zendesk and Salesforce.
Submits New Zendesk Ticket to Send Slack Message to Add Salesforce Task
Submits New Zendesk Ticket to Update Salesforce Field to Send Slack Message
Submits New Zendesk Ticket to Assign Salesforce Lead to Send Slack Message
Submits New Zendesk Ticket to Zendesk Ticket Status to Send Slack Message
Submits New Zendesk Ticket to Send Slack Message to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Send Slack Message to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Slack Message
Salesforce Campaign Trigger to Submit New Zendesk Ticket to Send Slack Message
Submits New Zendesk Ticket to Send Slack Message to Create Salesforce Opportunity
Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Send Slack Message
Submits New Zendesk Ticket to Send Slack Message to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Send Slack Message to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Zendesk Ticket Status to Send Slack Message
Submits New Zendesk Ticket to Set Salesforce Campaign Member Status to Send Slack Message
Submits New Zendesk Ticket to Check Salesforce Field to Send Slack Message
Salesforce Field Changed to Send Slack Message to Submit New Zendesk Ticket
Salesforce Field Changed to Zendesk Ticket Status to Send Slack Message
Submits New Zendesk Ticket to Send Slack Message to Assign Salesforce Lead
Submits New Zendesk Ticket to Add Salesforce Task to Send Slack Message
Submits New Zendesk Ticket to Send Slack Message to Update Salesforce Field
Showing 20 journey ideas for Slack, Zendesk and Salesforce
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 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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Zendesk integration and the Salesforce integration.
Journey Triggers
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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).
Conditions
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Journey Actions
Send Slack Message
Send a contextual Slack message to a Slack channel.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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.
