Zendesk + Salesforce + Timers integration
Use Autopilot to create journeys that use the Zendesk, Salesforce and Timers integrations.
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Marketing Automation ideas to integrate Zendesk, Salesforce and Timers.
Salesforce Field Changed to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Salesforce Campaign Trigger to Zendesk Ticket Status to Add Salesforce Task
Salesforce Field Changed to Submit New Zendesk Ticket to Add Salesforce Task
Time Trigger to Update Salesforce Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Create Salesforce Opportunity to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Assign Salesforce Lead to Submit New Zendesk Ticket
Time Trigger to Submit New Zendesk Ticket to Create Salesforce Opportunity
Salesforce Field Changed to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Add Salesforce Task to Submit New Zendesk Ticket
Salesforce Campaign Trigger to Zendesk Ticket Status to Update Salesforce Field
Submits New Zendesk Ticket to Zendesk Ticket Status to Create Salesforce Opportunity
Submits New Zendesk Ticket to Add Delay to Add Salesforce Task
Time Trigger to Zendesk Ticket Status to Update Salesforce Field
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Add Salesforce Task
Salesforce Campaign Trigger to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Add Delay to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
Showing 20 journey ideas for Zendesk, Salesforce and Timers
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.
About the Timers integration
Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Zendesk integration, Salesforce integration and the Timers 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).
Time Trigger
Add contacts on a list to a journey at a particular date and time.
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
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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
