Email + Help Scout + Zendesk integration

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

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

Help Scout Tag to Send Email to Submit New Zendesk Ticket

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Help Scout Create Conversation to Submit New Zendesk Ticket to Send Email

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Help Scout Create Conversation to Send Email to Submit New Zendesk Ticket

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Help Scout Tag to Submit New Zendesk Ticket to Send Email

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Help Scout Create Conversation to Zendesk Ticket Status to Send Email

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Help Scout Satisfaction Rating to Zendesk Ticket Status to Send Email

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Help Scout Tag to Check Email Status to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Check Email Status to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Send Email

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Help Scout Tag to Zendesk Ticket Status to Send Email

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Help Scout Satisfaction Rating to Send Email to Submit New Zendesk Ticket

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Help Scout Create Conversation to Check Email Status to Submit New Zendesk Ticket

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Showing 12 journey ideas for Email, Help Scout and Zendesk

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 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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Email integration, Help Scout integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

Journey Actions

Send Email
Send a contact a personalized marketing or transactional email.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk.