Smart Segments + Zendesk + Custom Fields integration

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

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Marketing Automation ideas to integrate Smart Segments, Zendesk and Custom Fields.

Smart Segment Trigger to Update Field to Submit New Zendesk Ticket

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Smart Segment Trigger to Check Field to Submit New Zendesk Ticket

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Smart Segment Trigger to Submit New Zendesk Ticket to Update Field

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Smart Segment Trigger to Zendesk Ticket Status to Update Field

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Showing 4 journey ideas for Smart Segments, Zendesk and Custom Fields

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 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 Custom Fields integration

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

Create your own marketing automation journey

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

Journey Triggers

Smart Segment Trigger
Add contacts on a smart segment to a journey.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Field Match
Add a contact to a journey when a particular field's value 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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Update Field
Update a field to a specific value.

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 Smart Segments, Zendesk and Custom Fields.