Autopilot API + Custom Fields + Help Scout integration
Use Autopilot to create journeys that use the Autopilot API, Custom Fields and Help Scout integrations.
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Marketing Automation ideas to integrate Autopilot API, Custom Fields and Help Scout.
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About the Autopilot API integration
The Autopilot REST API allows you to send contacts from Autopilot to your app, add contacts from your app into Autopilot, trigger Autopilot journeys from your app, keep unsubscribes in sync between Autopilot and your app, enhance contact profiles with custom fields and data from your app and get data from your app into and out of Salesforce using Autopilot's native integration.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the Help Scout integration
Help Scout makes excellent customer service achievable for companies of all sizes. The Autopilot and Help Scout integration allows you to display customer information directly in Help Scout. Shapes allow you to create new tickets in journeys and trigger new journeys when conversations are tagged.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Autopilot API integration, Custom Fields integration and the Help Scout integration.
Journey Triggers
API Trigger
Add a contact to a journey using a custom API call.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Help Scout Tag
Trigger when a new tag is added to a Help Scout conversation.
Help Scout Satisfaction Rating
Triggers when a conversation has a satisfaction rating.
Help Scout Create Conversation
Creates a new Help Scout conversation.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Update Field
Update a field to a specific value.
