Salesforce + Intercom + Zendesk integration

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

Upcoming

Marketing Automation ideas to integrate Salesforce, Intercom and Zendesk.

New Intercom User to Submit New Zendesk Ticket to Update Salesforce Field

Try this free

New Intercom Lead to Create Salesforce Opportunity to Submit New Zendesk Ticket

Try this free

Add Intercom Tag to Submit New Zendesk Ticket to Add Salesforce Task

Try this free

Add Intercom Tag to Update Salesforce Field to Submit New Zendesk Ticket

Try this free

New Intercom User to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

Try this free

New Intercom Lead to Update Salesforce Field to Submit New Zendesk Ticket

Try this free

New Intercom Lead to Submit New Zendesk Ticket to Create Salesforce Opportunity

Try this free

New Intercom Lead to Assign Salesforce Lead to Group to Submit New Zendesk Ticket

Try this free

New Intercom User to Zendesk Ticket Status to Assign Salesforce Lead

Try this free

Add Intercom Tag to Add Salesforce Task to Submit New Zendesk Ticket

Try this free

Add Intercom Tag to Zendesk Ticket Status to Assign Salesforce Lead to Group

Try this free

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

Try this free

New Intercom User to Check Salesforce Field to Submit New Zendesk Ticket

Try this free

New Intercom Lead to Add Salesforce Task to Submit New Zendesk Ticket

Try this free

New Intercom Lead to Zendesk Ticket Status to Assign Salesforce Lead

Try this free

Add Intercom Tag to Check Salesforce Field to Submit New Zendesk Ticket

Try this free

Intercom Tag to Assign Salesforce Lead to Submit New Zendesk Ticket

Try this free

New Intercom Lead to Submit New Zendesk Ticket to Add Salesforce Task

Try this free

Intercom Tag to Zendesk Ticket Status to Create Salesforce Opportunity

Try this free

Add Intercom Tag to Submit New Zendesk Ticket to Create Salesforce Opportunity

Try this free

Showing 20 journey ideas for Salesforce, Intercom 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 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 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, Intercom 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).
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.
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, Intercom and Zendesk.