Forms + Help Scout + Lists integration
Use Autopilot to create journeys that use the Forms, Help Scout and Lists integrations.
Upcoming
Marketing Automation ideas to integrate Forms, Help Scout and Lists.
Help Scout Tag to Has Submitted Form to Add to List
Help Scout Satisfaction Rating to Has Submitted Form to Remove From List
Help Scout Create Conversation to Has Submitted Form to Add to List
Help Scout Create Conversation to Has Submitted Form to Remove From List
Help Scout Tag to Has Submitted Form to Remove From List
Help Scout Satisfaction Rating to Has Submitted Form to Add to List
Showing 6 journey ideas for Forms, Help Scout and Lists
About the Forms integration
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 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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Forms integration, Help Scout integration and the Lists integration.
Journey 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
Conditions
Has Submitted Form
Check if a contact has previously submitted a specific form.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Journey Actions
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
