Salesforce + Sendgrid + Zendesk integration

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

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Marketing Automation ideas to integrate Salesforce, Sendgrid and Zendesk.

Submits New Zendesk Ticket to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Submits New Zendesk Ticket to Create Salesforce Opportunity to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Update Salesforce Field

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Salesforce Campaign Trigger to Check Salesforce Field to Send Sendgrid Transactional Email

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Salesforce Field Changed to Update Salesforce Field to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Zendesk Ticket Status to Send Sendgrid Transactional Email

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Salesforce Field Changed to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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Submits New Zendesk Ticket to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Update Salesforce Field

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Submits New Zendesk Ticket to Update Salesforce Field to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Assign Salesforce Lead

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Salesforce Field Changed to Check Salesforce Field to Send Sendgrid Transactional Email

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Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Add Salesforce Task

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Salesforce Campaign Trigger to Update Salesforce Field to Send Sendgrid Transactional Email

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Showing 20 journey ideas for Salesforce, Sendgrid 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

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, Sendgrid 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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
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, Sendgrid and Zendesk.