Salesforce + Freshdesk + Trello integration

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

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Marketing Automation ideas to integrate Salesforce, Freshdesk and Trello.

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

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Freshdesk Ticket Updated to Check Salesforce Campaign Member Status to Add Trello Card

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Create New Freshdesk Ticket to Create Salesforce Opportunity to Freshdesk Update Ticket

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Freshdesk Ticket Updated to Update Salesforce Field to Freshdesk Update Ticket

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Salesforce Campaign Trigger to Freshdesk Ticket Status to Assign Salesforce Lead

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Salesforce Field Changed to Freshdesk Ticket Status to Create Salesforce Opportunity

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Freshdesk Ticket Updated to Add Salesforce Task to Freshdesk Update Ticket

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Freshdesk Contact Updated to Freshdesk Ticket Status to Create Salesforce Opportunity

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

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Create New Freshdesk Ticket to Add Salesforce Task to Freshdesk Update Ticket

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Freshdesk Update Ticket

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Create New Freshdesk Ticket to Add Trello Card to Set Salesforce Campaign Member Status

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Freshdesk Contact Updated to Freshdesk Update Ticket to Update Salesforce Field

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New Freshdesk Ticket to Freshdesk Update Ticket to Add Salesforce Task

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Salesforce Campaign Trigger to Freshdesk Ticket Status to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Freshdesk Update Ticket to Assign Salesforce Lead

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Create New Freshdesk Ticket to Assign Salesforce Lead to Add Trello Card

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Freshdesk Ticket Updated to Add Trello Card to Add Salesforce Task

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Create New Freshdesk Ticket to Freshdesk Update Ticket to Add Salesforce Task

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New Freshdesk Ticket to Add Salesforce Task to Freshdesk Update Ticket

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Showing 20 journey ideas for Salesforce, Freshdesk and Trello

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 Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

Create your own marketing automation journey

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

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.
Add Trello Card
Adds a Trello card to a board.

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 Trello.