Salesforce + Freshdesk + LiveChat integration

Use Autopilot to create journeys that use the Salesforce, Freshdesk and LiveChat integrations.

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Marketing Automation ideas to integrate Salesforce, Freshdesk and LiveChat.

Salesforce Campaign Trigger to Freshdesk Update Ticket to Add Salesforce Task

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Create New Freshdesk Ticket to Update Salesforce Field to Freshdesk Update Ticket

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Freshdesk Contact Updated to Freshdesk Update Ticket to Update Salesforce Field

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Freshdesk Contact Updated to Freshdesk Ticket Status to Assign Salesforce Lead

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Freshdesk New Contact to Add Salesforce Task to Freshdesk Update Ticket

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Create New Freshdesk Ticket to Freshdesk Ticket Status to Assign Salesforce Lead to Group

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Salesforce Field Changed to Freshdesk Ticket Status to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Freshdesk Update Ticket to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Check Salesforce Field to Freshdesk Update Ticket

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Salesforce Field Changed to Check Salesforce Field to Freshdesk Update Ticket

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Salesforce Field Changed to Freshdesk Update Ticket to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Create Salesforce Opportunity to Freshdesk Update Ticket

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Create New Freshdesk Ticket to Freshdesk Ticket Status to Assign Salesforce Lead

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Freshdesk New Contact to Create Salesforce Opportunity to Freshdesk Update Ticket

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LiveChat Tag to Freshdesk Ticket Status to Assign Salesforce Lead to Group

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LiveChat Tag to Check Salesforce Field to Freshdesk Update Ticket

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LiveChat Tag to Freshdesk Update Ticket to Assign Salesforce Lead to Group

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Freshdesk Contact Updated to Freshdesk Ticket Status to Create Salesforce Opportunity

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Freshdesk New Contact to Freshdesk Update Ticket to Assign Salesforce Lead to Group

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Freshdesk Ticket Updated to Freshdesk Update Ticket to Create Salesforce Opportunity

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Showing 20 journey ideas for Salesforce, Freshdesk and LiveChat

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 Freshdesk integration

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.

About the LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Freshdesk integration and the LiveChat integration.

Journey 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

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.

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.
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, Freshdesk and LiveChat.