Smart Segments + Custom Fields + Zendesk integration
Use Autopilot to create journeys that use the Smart Segments, Custom Fields and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Smart Segments, Custom Fields and Zendesk.
Smart Segment Trigger to Submit New Zendesk Ticket to Update Field
Smart Segment Trigger to Update Field to Submit New Zendesk Ticket
Smart Segment Trigger to Check Field to Submit New Zendesk Ticket
Smart Segment Trigger to Zendesk Ticket Status to Update Field
Showing 4 journey ideas for Smart Segments, Custom Fields and Zendesk
About the Smart Segments integration
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
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 Smart Segments integration, Custom Fields integration and the Zendesk integration.
Journey Triggers
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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
Update Field
Update a field to a specific value.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
