Email + Help Scout + Custom Fields integration
Use Autopilot to create journeys that use the Email, Help Scout and Custom Fields integrations.
Upcoming
Marketing Automation ideas to integrate Email, Help Scout and Custom Fields.
Help Scout Tag to Check Field to Send Email
Help Scout Satisfaction Rating to Send Email to Update Field
Help Scout Create Conversation to Update Field to Send Email
Help Scout Satisfaction Rating to Check Field to Send Email
Help Scout Tag to Send Email to Update Field
Help Scout Create Conversation to Check Email Status to Update Field
Help Scout Tag to Check Email Status to Update Field
Help Scout Create Conversation to Check Field to Send Email
Help Scout Satisfaction Rating to Update Field to Send Email
Help Scout Tag to Update Field to Send Email
Help Scout Create Conversation to Send Email to Update Field
Help Scout Satisfaction Rating to Check Email Status to Update Field
Showing 12 journey ideas for Email, Help Scout and Custom Fields
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Email integration, Help Scout integration and the Custom Fields integration.
Journey Triggers
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Send Email
Send a contact a personalized marketing or transactional email.
Update Field
Update a field to a specific value.
