Salesforce + Intercom + Freshdesk integration

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

Upcoming

Marketing Automation ideas to integrate Salesforce, Intercom and Freshdesk.

Add Intercom Tag to Check Salesforce Campaign Member Status to Freshdesk Update Ticket

Try this free

Intercom Tag to Freshdesk Ticket Status to Set Salesforce Campaign Member Status

Try this free

New Intercom User to Freshdesk Update Ticket to Assign Salesforce Lead

Try this free

New Intercom Lead to Set Salesforce Campaign Member Status to Freshdesk Update Ticket

Try this free

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

Try this free

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

Try this free

Intercom Tag to Update Salesforce Field to Freshdesk Update Ticket

Try this free

New Intercom Lead to Freshdesk Update Ticket to Add Salesforce Task

Try this free

Add Intercom Tag to Freshdesk Ticket Status to Set Salesforce Campaign Member Status

Try this free

Intercom Tag to Check Salesforce Field to Freshdesk Update Ticket

Try this free

New Intercom Lead to Check Salesforce Campaign Member Status to Freshdesk Update Ticket

Try this free

New Intercom User to Freshdesk Ticket Status to Assign Salesforce Lead

Try this free

Intercom Tag to Freshdesk Update Ticket to Update Salesforce Field

Try this free

New Intercom Lead to Freshdesk Ticket Status to Update Salesforce Field

Try this free

New Intercom Lead to Freshdesk Ticket Status to Add Salesforce Task

Try this free

New Intercom Lead to Freshdesk Update Ticket to Assign Salesforce Lead

Try this free

Add Intercom Tag to Freshdesk Update Ticket to Add Salesforce Task

Try this free

Intercom Tag to Freshdesk Update Ticket to Set Salesforce Campaign Member Status

Try this free

Intercom Tag to Check Salesforce Campaign Member Status to Freshdesk Update Ticket

Try this free

Intercom Tag to Freshdesk Ticket Status to Create Salesforce Opportunity

Try this free

Showing 20 journey ideas for Salesforce, Intercom and Freshdesk

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Intercom integration and the Freshdesk 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).
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
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.

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, Intercom and Freshdesk.