Email + Trello + Help Scout integration
Use Autopilot to create journeys that use the Email, Trello and Help Scout integrations.
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Marketing Automation ideas to integrate Email, Trello and Help Scout.
Help Scout Create Conversation to Send Email to Add Trello Card
Email Activity to Add Trello Card to Send Email
Help Scout Create Conversation to Check Email Status to Add Trello Card
Help Scout Satisfaction Rating to Check Email Status to Add Trello Card
Help Scout Create Conversation to Add Trello Card to Send Email
Help Scout Tag to Add Trello Card to Send Email
Email Activity to Send Email to Add Trello Card
Help Scout Tag to Send Email to Add Trello Card
Help Scout Satisfaction Rating to Add Trello Card to Send Email
Email Activity to Check Email Status to Add Trello Card
Help Scout Satisfaction Rating to Send Email to Add Trello Card
Help Scout Tag to Check Email Status to Add Trello Card
Showing 12 journey ideas for Email, Trello 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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
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, Trello 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.
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.
Add Trello Card
Adds a Trello card to a board.
