Facebook + Help Scout + Salesforce integration
Use Autopilot to create journeys that use the Facebook, Help Scout and Salesforce integrations.
Upcoming
Marketing Automation ideas to integrate Facebook, Help Scout and Salesforce.
Help Scout Tag to Has Submitted Facebook Lead Ad to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Set Salesforce Campaign Member Status to Add to Facebook Custom Audience
Help Scout Tag to Assign Salesforce Lead to Add to Facebook Custom Audience
Help Scout Tag to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Help Scout Tag to Remove From Facebook Custom Audience to Assign Salesforce Lead
Help Scout Create Conversation to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Help Scout Satisfaction Rating to Assign Salesforce Lead to Add to Facebook Custom Audience
Help Scout Satisfaction Rating to Add to Facebook Custom Audience to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Remove From Facebook Custom Audience to Update Salesforce Field
Help Scout Create Conversation to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Check Salesforce Campaign Member Status to Add to Facebook Custom Audience
Help Scout Create Conversation to Add Salesforce Task to Remove From Facebook Custom Audience
Help Scout Create Conversation to Check Salesforce Field to Add to Facebook Custom Audience
Help Scout Create Conversation to Update Salesforce Field to Remove From Facebook Custom Audience
Help Scout Create Conversation to Create Salesforce Opportunity to Remove From Facebook Custom Audience
Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Help Scout Tag to Add to Facebook Custom Audience to Add Salesforce Task
Help Scout Satisfaction Rating to Add to Facebook Custom Audience to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Help Scout Tag to Has Submitted Facebook Lead Ad to Assign Salesforce Lead to Group
Showing 20 journey ideas for Facebook, Help Scout and Salesforce
About the Facebook integration
Our Facebook integration takes your audiences and automatically syncs them with Facebook to help you grow them. Target customers similar to the ones in each of your audiences.
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 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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Facebook integration, Help Scout integration and the Salesforce integration.
Journey Triggers
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
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).
Conditions
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
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.
