Help Scout + Hubspot CRM Integration
Use Autopilot to automate and integrate Help Scout and Hubspot CRM.
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Marketing Automation ideas to integrate Help Scout and Hubspot CRM
Help Scout Tag to Send Twilio SMS
Help Scout Tag to Add Delay
Help Scout Create Conversation to Update HubSpot Contact Field
Help Scout Create Conversation to Update HubSpot Contact Field to Remove From Facebook Custom Audience
Help Scout Create Conversation to Send Twilio SMS to Update HubSpot CRM Deal Stage
Help Scout Tag to Check HubSpot CRM Deal Stage to Add to Google Ads Audience
Help Scout Satisfaction Rating to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Assign Salesforce Lead
Help Scout Tag to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
Help Scout Tag to Update HubSpot Contact Field to Assign Salesforce Lead
Removed From List to Add HubSpot CRM Deal
Help Scout Tag to Check HubSpot CRM Deal Stage to Send Twilio SMS
Help Scout Create Conversation to Update HubSpot Contact Field to Add to List
Help Scout Satisfaction Rating to Send Push Notification to Update HubSpot Contact Field
Help Scout Satisfaction Rating to Update HubSpot Contact Field
Help Scout Tag to Update HubSpot Contact Field
New HubSpot CRM Contact to Add to Facebook Custom Audience
Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Add to Facebook Custom Audience
Help Scout Satisfaction Rating to Send Twilio SMS to Add HubSpot CRM Deal
Showing 20 of 975 Marketing Automation ideas using Autopilot's Help Scout and Hubspot CRM 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 Hubspot CRM
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Actions
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
