Salesforce + Freshdesk Integration
Use Autopilot to automate and integrate Salesforce and Freshdesk.
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Marketing Automation ideas to integrate Salesforce and Freshdesk
Create New Freshdesk Ticket to Update Salesforce Field
Freshdesk Contact Updated to Assign Salesforce Lead to Group to Freshdesk Update Ticket
Create New Freshdesk Ticket to Assign Salesforce Lead to Group to Schedule Pipedrive Activity
Field Match to Add Salesforce Task
Freshdesk Ticket Updated to AB Split
Freshdesk Ticket Updated to AB Split
Freshdesk Ticket Updated to Create Salesforce Opportunity
Freshdesk Ticket Updated to AB Split to Create Salesforce Opportunity
Salesforce Campaign Trigger to Send Twilio SMS
Freshdesk New Contact to Update Salesforce Field
New Freshdesk Ticket to Check Salesforce Field to Send Twilio SMS
Salesforce Field Changed to Freshdesk Update Ticket
Create New Freshdesk Ticket to Add Salesforce Task
Freshdesk Contact Updated to AB Split to Update Salesforce Field
Freshdesk Contact Updated to Check Delighted NPS Response to Update Salesforce Field
Email Activity to Freshdesk Update Ticket to Assign Salesforce Lead to Group
Pipedrive Deal Status Match to Assign Salesforce Lead to Group
New Freshdesk Ticket to Schedule Pipedrive Activity to Assign Salesforce Lead
Freshdesk Ticket Updated to Send Twilio SMS to Create Salesforce Opportunity
Freshdesk New Contact to Update Salesforce Field
Showing 20 of 3185 Marketing Automation ideas using Autopilot's Salesforce and Freshdesk integration.
About Salesforce
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 Freshdesk
Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Salesforce integration.
Triggers
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's value meets your criteria (e.g. contains a particular word).
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.
Conditions
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.
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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 Salesforce and Freshdesk.
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