Email + Help Scout + Lead Scoring integration
Use Autopilot to create journeys that use the Email, Help Scout and Lead Scoring integrations.
Upcoming
Marketing Automation ideas to integrate Email, Help Scout and Lead Scoring.
Help Scout Create Conversation to Change Score to Send Email
Help Scout Satisfaction Rating to Send Email to Change Score
Help Scout Tag to Send Email to Change Score
Help Scout Tag to Change Score to Send Email
Help Scout Create Conversation to Send Email to Change Score
Help Scout Satisfaction Rating to Change Score to Send Email
Help Scout Satisfaction Rating to Check Email Status to Change Score
Help Scout Create Conversation to Check Email Status to Change Score
Help Scout Tag to Check Email Status to Change Score
Showing 9 journey ideas for Email, Help Scout and Lead Scoring
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Email integration, Help Scout integration and the Lead Scoring 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.
Conditions
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Journey Actions
Send Email
Send a contact a personalized marketing or transactional email.
Change Score
Increases or decrease a number field by a specific amount.
