Typeform + Salesforce + Zendesk integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Zendesk integrations.
Upcoming
Marketing Automation ideas to integrate Typeform, Salesforce and Zendesk.
Typeform Submitted to Zendesk Ticket Status to Assign Salesforce Lead
Typeform Submitted to Has Submitted Typeform to Create Salesforce Opportunity
Submits New Zendesk Ticket to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Create Salesforce Opportunity to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Has Submitted Typeform to Assign Salesforce Lead
Typeform Submitted to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Check Salesforce Field to Submit New Zendesk Ticket
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Typeform Submitted to Zendesk Ticket Status to Update Salesforce Field
Typeform Submitted to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead
Submits New Zendesk Ticket to Has Submitted Typeform to Add Salesforce Task
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead to Group
Typeform Submitted to Update Salesforce Field to Submit New Zendesk Ticket
Typeform Submitted to Submit New Zendesk Ticket to Add Salesforce Task
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Showing 20 journey ideas for Typeform, Salesforce and Zendesk
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
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 Typeform integration, Salesforce integration and the Zendesk integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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
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.
