Salesforce + Freshdesk + Zendesk integration

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

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Marketing Automation ideas to integrate Salesforce, Freshdesk and Zendesk.

Create New Freshdesk Ticket to Check Salesforce Campaign Member Status to Freshdesk Update Ticket

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Freshdesk New Contact to Check Salesforce Field to Freshdesk Update Ticket

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Freshdesk Ticket Updated to Submit New Zendesk Ticket to Assign Salesforce Lead

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Freshdesk Ticket Updated to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

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

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Freshdesk Contact Updated to Add Salesforce Task to Submit New Zendesk Ticket

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Freshdesk Contact Updated to Zendesk Ticket Status to Assign Salesforce Lead

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Create New Freshdesk Ticket to Assign Salesforce Lead 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 Ticket Updated to Add Salesforce Task to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Assign Salesforce Lead to Freshdesk Update Ticket

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Salesforce Field Changed to Freshdesk Update Ticket to Update Salesforce Field

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Create New Freshdesk Ticket to Check Salesforce Field to Submit New Zendesk Ticket

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Freshdesk New Contact to Submit New Zendesk Ticket to Update Salesforce Field

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Create New Freshdesk Ticket to Assign Salesforce Lead to Group to Submit New Zendesk Ticket

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Freshdesk Ticket Updated to Zendesk Ticket Status to Update Salesforce Field

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

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New Freshdesk Ticket to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Freshdesk Contact Updated to Update Salesforce Field to Submit New Zendesk Ticket

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Freshdesk Ticket Updated to Freshdesk Ticket Status to Add Salesforce Task

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Showing 20 journey ideas for Salesforce, Freshdesk and Zendesk

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 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Freshdesk integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

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.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.