Help Scout + Custom Fields Integration
Use Autopilot to automate and integrate Help Scout and Custom Fields.
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Marketing Automation ideas to integrate Help Scout and Custom Fields
Help Scout Create Conversation to Check Field to Update Salesforce Field
Help Scout Create Conversation to Add to List to Update Field
Help Scout Tag to Update Field
Help Scout Tag to Update Field
Help Scout Create Conversation to Send Email
Help Scout Create Conversation to Update Field
Facebook Lead Ad Submitted to Update Field
Help Scout Tag to Update Field
Help Scout Satisfaction Rating to Update Field
Help Scout Tag to Send Slack Message
Field Match to Send Slack Message
Help Scout Tag to Update Field
Help Scout Satisfaction Rating to Update Field to Send Delighted NPS Survey
Help Scout Tag to Update Salesforce Field
Help Scout Create Conversation to Update Field to Assign Salesforce Lead to Group
Field Match to Send Delighted NPS Survey
Help Scout Tag to Update Field
Help Scout Tag to Add Delay to Update Field
Help Scout Tag to Update Field
Help Scout Satisfaction Rating to Update Field to Send Slack Message
Showing 20 of 412 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.
