Salesforce + Instapage + Zendesk integration

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

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Marketing Automation ideas to integrate Salesforce, Instapage and Zendesk.

Instapage Form Submitted to Assign Salesforce Lead to Group to Submit New Zendesk Ticket

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Instapage Form Submitted to Zendesk Ticket Status to Add Salesforce Task

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Instapage Form Submitted to Update Salesforce Field to Submit New Zendesk Ticket

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Instapage Form Submitted to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Zendesk Ticket Status to Create Salesforce Opportunity

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Instapage Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead

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Instapage Form Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead

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Instapage Form Submitted to Add Salesforce Task to Submit New Zendesk Ticket

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Instapage Form Submitted to Submit New Zendesk Ticket to Update Salesforce Field

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Instapage Form Submitted to Set Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Instapage Form Submitted to Zendesk Ticket Status to Set Salesforce Campaign Member Status

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Instapage Form Submitted to Submit New Zendesk Ticket to Create Salesforce Opportunity

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Instapage Form Submitted to Submit New Zendesk Ticket to Add Salesforce Task

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Instapage Form Submitted to Assign Salesforce Lead to Submit New Zendesk Ticket

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Instapage Form Submitted to Create Salesforce Opportunity to Submit New Zendesk Ticket

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Instapage Form Submitted to Check Salesforce Field to Submit New Zendesk Ticket

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Instapage Form Submitted to Zendesk Ticket Status to Update Salesforce Field

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Instapage Form Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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Instapage Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead to Group

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Instapage Form Submitted to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Showing 20 journey ideas for Salesforce, Instapage 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 Instapage integration

Instapage helps advertisers increase conversions by enabling the creation, personalization, and optimization of landing pages at scale.

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, Instapage 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).
Instapage Form Submitted
Using form capture, captures a form submission and relevant details from an Instapage form
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.
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.
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, Instapage and Zendesk.