Email + Salesforce + Help Scout integration
Use Autopilot to create journeys that use the Email, Salesforce and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Email, Salesforce and Help Scout.
Email Activity to Assign Salesforce Lead to Group to Send Email
Salesforce Campaign Trigger to Assign Salesforce Lead to Send Email
Help Scout Tag to Create Salesforce Opportunity to Send Email
Email Activity to Send Email to Update Salesforce Field
Help Scout Create Conversation to Check Email Status to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Check Salesforce Campaign Member Status to Send Email
Help Scout Tag to Check Email Status to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Add Salesforce Task to Send Email
Email Activity to Check Email Status to Update Salesforce Field
Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Email
Salesforce Field Changed to Check Email Status to Update Salesforce Field
Email Activity to Send Email to Assign Salesforce Lead to Group
Email Activity to Send Email to Assign Salesforce Lead
Help Scout Tag to Check Email Status to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Email
Help Scout Satisfaction Rating to Create Salesforce Opportunity to Send Email
Help Scout Create Conversation to Send Email to Create Salesforce Opportunity
Help Scout Create Conversation to Assign Salesforce Lead to Group to Send Email
Email Activity to Check Email Status to Add Salesforce Task
Salesforce Campaign Trigger to Send Email to Assign Salesforce Lead to Group
Showing 20 journey ideas for Email, Salesforce and Help Scout
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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
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 Email integration, Salesforce integration and the Help Scout 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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
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).
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey Actions
Send Email
Send a contact a personalized marketing or transactional email.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
