Email + Help Scout + Lists integration

Use Autopilot to create journeys that use the Email, Help Scout and Lists integrations.

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Marketing Automation ideas to integrate Email, Help Scout and Lists.

Help Scout Satisfaction Rating to Check Email Status to Add to List

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Help Scout Tag to Send Email to Remove From List

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Help Scout Create Conversation to Check Email Status to Add to List

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Help Scout Tag to Check Lead Status to Send Email

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Help Scout Create Conversation to Send Email to Add to List

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Help Scout Tag to Add to List to Send Email

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Help Scout Tag to Send Email to Add to List

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Help Scout Satisfaction Rating to Check Lead Status to Send Email

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Help Scout Create Conversation to Send Email to Remove From List

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Help Scout Create Conversation to Check Lead Status to Send Email

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Help Scout Satisfaction Rating to Add to List to Send Email

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Help Scout Satisfaction Rating to Check Email Status to Remove From List

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Help Scout Satisfaction Rating to Send Email to Add to List

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Help Scout Create Conversation to Remove From List to Send Email

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Help Scout Tag to Check Email Status to Remove From List

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Help Scout Create Conversation to Is on List or Segment to Send Email

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Help Scout Satisfaction Rating to Send Email to Remove From List

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Help Scout Create Conversation to Add to List to Send Email

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Help Scout Satisfaction Rating to Remove From List to Send Email

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Help Scout Tag to Check Email Status to Add to List

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Showing 20 journey ideas for Email, Help Scout and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Email integration, Help Scout integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

Journey Actions

Send Email
Send a contact a personalized marketing or transactional email.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Email, Help Scout and Lists.