Zendesk + Wufoo + Salesforce integration
Use Autopilot to create journeys that use the Zendesk, Wufoo and Salesforce integrations.
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Marketing Automation ideas to integrate Zendesk, Wufoo and Salesforce.
New Wufoo Form Submitted to Create Salesforce Opportunity to Submit New Zendesk Ticket
New Wufoo Form Submitted to Check Salesforce Campaign Member Status to Submit New Zendesk Ticket
Salesforce Field Changed to Has Submitted Wufoo Form to Submit New Zendesk Ticket
New Wufoo Form Submitted to Submit New Zendesk Ticket to Assign Salesforce Lead
New Wufoo Form Submitted to Update Salesforce Field to Submit New Zendesk Ticket
New Wufoo Form Submitted to Zendesk Ticket Status to Set Salesforce Campaign Member Status
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Wufoo Form to Submit New Zendesk Ticket
New Wufoo Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead to Group
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Assign Salesforce Lead
New Wufoo Form Submitted to Check Salesforce Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Create Salesforce Opportunity
New Wufoo Form Submitted to Zendesk Ticket Status to Create Salesforce Opportunity
New Wufoo Form Submitted to Zendesk Ticket Status to Assign Salesforce Lead
New Wufoo Form Submitted to Add Salesforce Task to Submit New Zendesk Ticket
New Wufoo Form Submitted to Submit New Zendesk Ticket to Create Salesforce Opportunity
New Wufoo Form Submitted to Zendesk Ticket Status to Update Salesforce Field
New Wufoo Form Submitted to Assign Salesforce Lead to Group to Submit New Zendesk Ticket
New Wufoo Form Submitted to Submit New Zendesk Ticket to Set Salesforce Campaign Member Status
Submits New Zendesk Ticket to Has Submitted Wufoo Form to Update Salesforce Field
Showing 20 journey ideas for Zendesk, Wufoo and Salesforce
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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code.
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 Zendesk integration, Wufoo integration and the Salesforce integration.
Journey Triggers
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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 Zendesk, Wufoo and Salesforce.
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