Segment + Freshdesk + Salesforce integration
Use Autopilot to create journeys that use the Segment, Freshdesk and Salesforce integrations.
Upcoming
Marketing Automation ideas to integrate Segment, Freshdesk and Salesforce.
New Freshdesk Ticket to Send Segment Event to Set Salesforce Campaign Member Status
New Freshdesk Ticket to Update Salesforce Field to Send Segment Event
Segment Event to Check Salesforce Campaign Member Status to Freshdesk Update Ticket
Freshdesk New Contact to Assign Salesforce Lead to Group to Send Segment Event
Segment Event to Create Salesforce Opportunity to Freshdesk Update Ticket
New Freshdesk Ticket to Assign Salesforce Lead to Send Segment Event
Salesforce Campaign Trigger to Freshdesk Update Ticket to Send Segment Event
Salesforce Campaign Trigger to Send Segment Event to Freshdesk Update Ticket
Freshdesk New Contact to Send Segment Event to Set Salesforce Campaign Member Status
Freshdesk Contact Updated to Check Salesforce Campaign Member Status to Send Segment Event
Create New Freshdesk Ticket to Update Salesforce Field to Send Segment Event
New Freshdesk Ticket to Send Segment Event to Add Salesforce Task
Create New Freshdesk Ticket to Send Segment Event to Add Salesforce Task
Create New Freshdesk Ticket to Assign Salesforce Lead to Send Segment Event
Freshdesk New Contact to Update Salesforce Field to Send Segment Event
Segment Event to Assign Salesforce Lead to Group to Freshdesk Update Ticket
Freshdesk Ticket Updated to Send Segment Event to Assign Salesforce Lead
Segment Event to Freshdesk Ticket Status to Create Salesforce Opportunity
Freshdesk Contact Updated to Send Segment Event to Freshdesk Update Ticket
Create New Freshdesk Ticket to Send Segment Event to Assign Salesforce Lead
Showing 20 journey ideas for Segment, Freshdesk and Salesforce
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Freshdesk integration and the Salesforce integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
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.
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).
Conditions
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.
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.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.
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.
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 Segment, Freshdesk and Salesforce.
Sort by
Sort by
Browse categories
Browse categories
- All
- Forms
- Ads
- CRM
- SMS
- E-Commerce
- API
- Lead Nurturing
- Email Marketing
- Optimization & Testing
- Support & Helpdesk
- Surveys & NPS
- Print Mail
- Events & Webinars
- Analytics & Events
- Website CMS & Landing Page Builders
- Productivity
- Electronic Signatures and Document Management
- Live Chat and Messaging
- Internal Notifications
