Help Scout + Forms Integration

Use Autopilot to automate and integrate Help Scout and Forms.

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Marketing Automation ideas to integrate Help Scout and Forms

Help Scout Satisfaction Rating to Has Submitted Form to Remove From List

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Help Scout Tag to Has Submitted Form to Send Sendgrid Transactional Email

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Form Submitted to Update HubSpot Contact Field

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Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Has Submitted Form to Subscribe to Mailchimp audience

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Help Scout Tag to Has Submitted Form to Set Salesforce Campaign Member Status

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Help Scout Tag to Has Submitted Form to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Has Submitted Form to Send Sendgrid Transactional Email

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Help Scout Tag to Has Submitted Form to Remove From List

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Help Scout Tag to Remove From List

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Help Scout Satisfaction Rating to Has Submitted Form to Set Salesforce Campaign Member Status

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Form Submitted to Set Salesforce Campaign Member Status

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Form Submitted to Subscribe to Mailchimp audience

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Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Has Submitted Form to Show Headsup Message

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Form Submitted to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Has Submitted Form to Update HubSpot CRM Deal Stage

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Help Scout Tag to Send Sendgrid Transactional Email

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Help Scout Satisfaction Rating to Has Submitted Form to Send Segment Event

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Help Scout Satisfaction Rating to Send Sendgrid Transactional Email

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Showing 20 of 144 Marketing Automation ideas using Autopilot's Help Scout and Forms 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 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.

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.
Form Submitted
Add a contact to a journey when they submit a form.

Conditions

Has Submitted Form
Check if a contact has previously submitted a specific form.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Help Scout and Forms.