Typeform + Zendesk + Salesforce integration

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

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Marketing Automation ideas to integrate Typeform, Zendesk and Salesforce.

Submits New Zendesk Ticket to Has Submitted Typeform to Assign Salesforce Lead to Group

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Submits New Zendesk Ticket to Has Submitted Typeform to Submit New Zendesk Ticket

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Typeform Submitted to Zendesk Ticket Status to Create Salesforce Opportunity

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Submits New Zendesk Ticket to Has Submitted Typeform to Update Salesforce Field

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Typeform Submitted to Submit New Zendesk Ticket to Add Salesforce Task

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Typeform Submitted to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Has Submitted Typeform to Assign Salesforce Lead

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Salesforce Field Changed to Has Submitted Typeform to Submit New Zendesk Ticket

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Typeform Submitted to Has Submitted Typeform to Submit New Zendesk Ticket

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Typeform Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead to Group

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Typeform Submitted to Check Salesforce Field to Submit New Zendesk Ticket

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Typeform Submitted to Submit New Zendesk Ticket to Create Salesforce Opportunity

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Typeform Submitted to Zendesk Ticket Status to Add Salesforce Task

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Typeform Submitted to Zendesk Ticket Status to Assign Salesforce Lead

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Submits New Zendesk Ticket to Has Submitted Typeform to Create Salesforce Opportunity

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Submits New Zendesk Ticket to Has Submitted Typeform to Add Salesforce Task

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Salesforce Campaign Trigger to Has Submitted Typeform to Submit New Zendesk Ticket

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Typeform Submitted to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status

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Typeform Submitted to Zendesk Ticket Status to Set Salesforce Campaign Member Status

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Typeform Submitted to Add Salesforce Task to Submit New Zendesk Ticket

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Showing 20 journey ideas for Typeform, Zendesk and Salesforce

About the Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

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.

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 Typeform integration, Zendesk integration and the Salesforce integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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).

Conditions

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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 Typeform, Zendesk and Salesforce.