Salesforce + Zendesk Integration

Use Autopilot to automate and integrate Salesforce and Zendesk.

Upcoming

Marketing Automation ideas to integrate Salesforce and Zendesk

Submits New Zendesk Ticket to Remove From Facebook Custom Audience

Try this free

Submits New Zendesk Ticket to Remove From Facebook Custom Audience

Try this free

Submits New Zendesk Ticket to Assign Salesforce Lead

Try this free

Salesforce Field Changed to Submit New Zendesk Ticket to Update Salesforce Field

Try this free

Salesforce Campaign Trigger to Submit New Zendesk Ticket

Try this free

Submits New Zendesk Ticket to Set Salesforce Campaign Member Status

Try this free

Salesforce Field Changed to Zendesk Ticket Status to Update Salesforce Field

Try this free

API Trigger to Submit New Zendesk Ticket to Assign Salesforce Lead

Try this free

Submits New Zendesk Ticket to Update Salesforce Field

Try this free

Submits New Zendesk Ticket to Add Salesforce Task

Try this free

Submits New Zendesk Ticket to Update Salesforce Field to Submit New Zendesk Ticket

Try this free

Salesforce Field Changed to Zendesk Ticket Status to Assign Salesforce Lead to Group

Try this free

API Trigger to Add Salesforce Task

Try this free

API Trigger to Zendesk Ticket Status to Update Salesforce Field

Try this free

Submits New Zendesk Ticket to Zendesk Ticket Status to Set Salesforce Campaign Member Status

Try this free

Submits New Zendesk Ticket to Zendesk Ticket Status to Assign Salesforce Lead

Try this free

Submits New Zendesk Ticket to Add Salesforce Task

Try this free

Salesforce Field Changed to Submit New Zendesk Ticket to Show Headsup Message

Try this free

Email Activity to Assign Salesforce Lead

Try this free

Email Activity to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

Try this free

Showing 20 of 769 Marketing Automation ideas using Autopilot's Salesforce and Zendesk integration.

About Salesforce

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 Zendesk

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 Salesforce integration.

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's value 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.

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 and Zendesk.