Help Scout + Lists + Custom Fields integration
Use Autopilot to create journeys that use the Help Scout, Lists and Custom Fields integrations.
Upcoming
Marketing Automation ideas to integrate Help Scout, Lists and Custom Fields.
Help Scout Satisfaction Rating to Remove From List to Update Field
Help Scout Create Conversation to Check Lead Status to Update Field
Help Scout Tag to Check Lead Status to Update Field
Help Scout Create Conversation to Check Field to Remove From List
Help Scout Tag to Update Field to Remove From List
Help Scout Satisfaction Rating to Add to List to Update Field
Help Scout Create Conversation to Check Field to Add to List
Help Scout Tag to Remove From List to Update Field
Help Scout Create Conversation to Remove From List to Update Field
Help Scout Tag to Check Field to Add to List
Help Scout Satisfaction Rating to Check Field to Remove From List
Help Scout Satisfaction Rating to Is on List or Segment to Update Field
Help Scout Tag to Is on List or Segment to Update Field
Help Scout Satisfaction Rating to Update Field to Add to List
Help Scout Tag to Check Field to Remove From List
Help Scout Satisfaction Rating to Update Field to Remove From List
Help Scout Satisfaction Rating to Check Lead Status to Update Field
Help Scout Create Conversation to Is on List or Segment to Update Field
Help Scout Create Conversation to Add to List to Update Field
Help Scout Create Conversation to Update Field to Remove From List
Showing 20 journey ideas for Help Scout, Lists and Custom Fields
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.
About the Custom Fields integration
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 the Help Scout integration, Lists integration and the Custom Fields integration.
Journey 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.
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
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.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Update Field
Update a field to a specific value.
