Forms + Help Scout Integration
Use Autopilot to automate and integrate Forms and Help Scout.
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Marketing Automation ideas to integrate Forms and Help Scout
Help Scout Satisfaction Rating to AB Split
Help Scout Create Conversation to Has Submitted Form to Send Sendgrid Transactional Email
Help Scout Create Conversation to Has Submitted Form to AB Split
Help Scout Satisfaction Rating to Has Submitted Form to AB Split
Help Scout Create Conversation to Has Submitted Form to Send Segment Event
Form Submitted to Send Segment Event
Help Scout Satisfaction Rating to AB Split
Help Scout Tag to AB Split
Form Submitted to Send Sendgrid Transactional Email
Help Scout Tag to Has Submitted Form to Send Sendgrid Transactional Email
Help Scout Satisfaction Rating to Send Segment Event
Help Scout Tag to Assign Salesforce Lead to Group
Help Scout Create Conversation to AB Split
Help Scout Satisfaction Rating to Has Submitted Form to Send Sendgrid Transactional Email
Help Scout Tag to Send Sendgrid Transactional Email
Help Scout Create Conversation to Send Segment Event
Help Scout Create Conversation to Send Sendgrid Transactional Email
Help Scout Tag to Has Submitted Form to Send Segment Event
Help Scout Create Conversation to Has Submitted Form to Assign Salesforce Lead to Group
Help Scout Satisfaction Rating to Send Sendgrid Transactional Email
Showing 20 of 48 Marketing Automation ideas using Autopilot's Forms and Help Scout integration.
About Forms
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
About Help Scout
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 Forms integration.
Triggers
Form Submitted
Add a contact to a journey when they submit a form.
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
Has Submitted Form
Check if a contact has previously submitted a specific form.
