Help Scout + Custom Fields Integration
Use Autopilot to automate and integrate Help Scout and Custom Fields.
Upcoming
Marketing Automation ideas to integrate Help Scout and Custom Fields
Help Scout Tag to Check Field to Add Salesforce Task
Help Scout Satisfaction Rating to Update Field
Help Scout Create Conversation to Update Field
Help Scout Tag to Add Delay
Help Scout Satisfaction Rating to Has Submitted Typeform to Update Field
Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Update Field
Help Scout Satisfaction Rating to Remove from Google Ads Audience
Help Scout Tag to Check Field to Remove from Google Ads Audience
Help Scout Tag to Add Salesforce Task to Update Field
Help Scout Tag to Assign Salesforce Lead to Group
Help Scout Tag to Add Delay
Help Scout Satisfaction Rating to Check Field to Add Salesforce Task
Help Scout Satisfaction Rating to Check Field to Send Segment Event
Help Scout Satisfaction Rating to Update Field
Help Scout Create Conversation to Unsubscribe from Mailchimp Audience to Update Field
Help Scout Tag to Check Field to AB Split
Help Scout Satisfaction Rating to Send Segment Event to Update Field
Field Match to Remove from Google Ads Audience
Help Scout Create Conversation to AB Split
Help Scout Create Conversation to Update Field to Unsubscribe from Mailchimp Audience
Showing 20 of 492 Marketing Automation ideas using Autopilot's Help Scout and Custom Fields integration.
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.
About Custom Fields
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Help Scout integration.
Triggers
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Actions
Update Field
Update a field to a specific value.
