Salesforce + Freshdesk Integration

Use Autopilot to automate and integrate Salesforce and Freshdesk.

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Marketing Automation ideas to integrate Salesforce and Freshdesk

New HubSpot CRM Contact to Add Salesforce Task to Freshdesk Update Ticket

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Freshdesk New Contact to Create Salesforce Opportunity

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Freshdesk New Contact to Set Salesforce Campaign Member Status to AB Split

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New HubSpot CRM Contact to Assign Salesforce Lead

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Freshdesk Contact Updated to Create Salesforce Opportunity to AB Split

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Freshdesk Contact Updated to Add Salesforce Task

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Salesforce Campaign Trigger to Update Salesforce Field to Freshdesk Update Ticket

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Salesforce Field Changed to Freshdesk Update Ticket

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Create New Freshdesk Ticket to Check Salesforce Field to Assign Pipedrive Person Owner

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Subscribed to Mailchimp audience to Set Salesforce Campaign Member Status

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Freshdesk Contact Updated to Assign Salesforce Lead

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New Freshdesk Ticket to Assign Salesforce Lead to Group

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Freshdesk Ticket Updated to Add Salesforce Task

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Freshdesk New Contact to Assign Salesforce Lead to Group

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Create New Freshdesk Ticket to Send Email to Assign Salesforce Lead

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Time Trigger to Assign Salesforce Lead to Freshdesk Update Ticket

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Freshdesk Contact Updated to Has Visited Page to Add Salesforce Task

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New Intercom User to Freshdesk Ticket Status to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to AB Split

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Freshdesk Ticket Updated to Assign Salesforce Lead to Group

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Showing 20 of 2442 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 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.