Custom Fields + Zendesk + Help Scout integration
Use Autopilot to create journeys that use the Custom Fields, Zendesk and Help Scout integrations.
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Marketing Automation ideas to integrate Custom Fields, Zendesk and Help Scout.
Field Match to Check Field to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Update Field
Help Scout Tag to Submit New Zendesk Ticket to Update Field
Help Scout Create Conversation to Zendesk Ticket Status to Update Field
Help Scout Create Conversation to Check Field to Submit New Zendesk Ticket
Field Match to Submit New Zendesk Ticket to Update Field
Help Scout Tag to Check Field to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Check Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Update Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Update Field
Help Scout Tag to Zendesk Ticket Status to Update Field
Field Match to Update Field to Submit New Zendesk Ticket
Help Scout Create Conversation to Update Field to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Check Field to Submit New Zendesk Ticket
Field Match to Zendesk Ticket Status to Update Field
Help Scout Tag to Update Field to Submit New Zendesk Ticket
Help Scout Create Conversation to Submit New Zendesk Ticket to Update Field
Submits New Zendesk Ticket to Zendesk Ticket Status to Update Field
Help Scout Satisfaction Rating to Zendesk Ticket Status to Update Field
Help Scout Satisfaction Rating to Update Field to Submit New Zendesk Ticket
Showing 20 journey ideas for Custom Fields, Zendesk 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 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 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, Zendesk 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).
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
Update Field
Update a field to a specific value.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
