Custom Fields + Lead Scoring + Help Scout integration
Use Autopilot to create journeys that use the Custom Fields, Lead Scoring and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Custom Fields, Lead Scoring and Help Scout.
Field Match to Update Field to Change Score
Help Scout Satisfaction Rating to Check Field to Change Score
Help Scout Create Conversation to Change Score to Update Field
Help Scout Tag to Update Field to Change Score
Field Match to Check Field to Change Score
Help Scout Tag to Check Field to Change Score
Help Scout Satisfaction Rating to Update Field to Change Score
Help Scout Tag to Change Score to Update Field
Help Scout Create Conversation to Update Field to Change Score
Help Scout Satisfaction Rating to Change Score to Update Field
Field Match to Change Score to Update Field
Help Scout Create Conversation to Check Field to Change Score
Showing 12 journey ideas for Custom Fields, Lead Scoring and Help Scout
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
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 Custom Fields integration, Lead Scoring integration and the Help Scout integration.
Journey Triggers
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.
Change Score
Increases or decrease a number field by a specific amount.
