Salesforce + Lob + Zendesk integration

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

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Marketing Automation ideas to integrate Salesforce, Lob and Zendesk.

Salesforce Field Changed to Update Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Salesforce Field to Mail Lob Postcard

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Salesforce Campaign Trigger to Add Salesforce Task to Mail Lob Postcard

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Submits New Zendesk Ticket to Mail Lob Postcard to Add Salesforce Task

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Salesforce Campaign Trigger to Update Salesforce Field to Mail Lob Postcard

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Submits New Zendesk Ticket to Mail Lob Postcard to Assign Salesforce Lead to Group

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Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Mail Lob Postcard

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Submits New Zendesk Ticket to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Salesforce Campaign Trigger to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Update Salesforce Field

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Salesforce Field Changed to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Create Salesforce Opportunity to Mail Lob Postcard

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Salesforce Field Changed to Mail Lob Postcard to Submit New Zendesk Ticket

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Salesforce Field Changed to Assign Salesforce Lead to Group to Mail Lob Postcard

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Salesforce Campaign Trigger to Mail Lob Postcard to Add Salesforce Task

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Salesforce Campaign Trigger to Mail Lob Postcard to Set Salesforce Campaign Member Status

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Submits New Zendesk Ticket to Mail Lob Postcard to Create Salesforce Opportunity

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Salesforce Field Changed to Submit New Zendesk Ticket to Mail Lob Postcard

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Mail Lob Postcard

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Mail Lob Postcard

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Showing 20 journey ideas for Salesforce, Lob 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 Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

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, Lob 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).
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.
Mail Lob Postcard
Send a contact a personalized, physical postcard.
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, Lob and Zendesk.