Email + Zendesk + Help Scout integration
Use Autopilot to create journeys that use the Email, Zendesk and Help Scout integrations.
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Marketing Automation ideas to integrate Email, Zendesk and Help Scout.
Email Activity to Submit New Zendesk Ticket to Send Email
Submits New Zendesk Ticket to Send Email to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Send Email to Submit New Zendesk Ticket
Email Activity to Send Email to Submit New Zendesk Ticket
Help Scout Create Conversation to Zendesk Ticket Status to Send Email
Submits New Zendesk Ticket to Check Email Status to Submit New Zendesk Ticket
Help Scout Tag to Submit New Zendesk Ticket to Send Email
Help Scout Create Conversation to Submit New Zendesk Ticket to Send Email
Help Scout Tag to Check Email Status to Submit New Zendesk Ticket
Help Scout Tag to Zendesk Ticket Status to Send Email
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Email
Email Activity to Zendesk Ticket Status to Send Email
Email Activity to Check Email Status to Submit New Zendesk Ticket
Help Scout Create Conversation to Send Email to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Check Email Status to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Zendesk Ticket Status to Send Email
Help Scout Create Conversation to Check Email Status to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Send Email
Help Scout Tag to Send Email to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Zendesk Ticket Status to Send Email
Showing 20 journey ideas for Email, Zendesk 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 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.
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, Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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).
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.
