Help Scout + Salesforce Integration
Use Autopilot to automate and integrate Help Scout and Salesforce.
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Marketing Automation ideas to integrate Help Scout and Salesforce
Help Scout Create Conversation to Send Kissmetrics Event to Update Salesforce Field
Help Scout Satisfaction Rating to Check Salesforce Field to Update Field
Help Scout Satisfaction Rating to Create Salesforce Opportunity
Help Scout Tag to Check Salesforce Campaign Member Status to Send Kissmetrics Event
Help Scout Satisfaction Rating to Send Kissmetrics Event
Help Scout Create Conversation to Send Kissmetrics Event to Assign Salesforce Lead to Group
Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Update Field
Help Scout Tag to Add Salesforce Task
Help Scout Satisfaction Rating to Add Delay to Update Salesforce Field
Help Scout Create Conversation to Assign Salesforce Lead to Group
Help Scout Create Conversation to Assign Salesforce Lead
Subscribed to Mailchimp audience to Add Salesforce Task
Help Scout Tag to Add Salesforce Task
Help Scout Tag to Update Salesforce Field
Help Scout Satisfaction Rating to Update Salesforce Field
Help Scout Tag to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Update Field to Assign Salesforce Lead to Group
Help Scout Tag to Assign Salesforce Lead to Group
Help Scout Create Conversation to Check Salesforce Field to Mail Lob Postcard
Help Scout Satisfaction Rating to Remove From List to Set Salesforce Campaign Member Status
Showing 20 of 2043 Marketing Automation ideas using Autopilot's Help Scout and Salesforce 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 Salesforce
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Conditions
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Actions
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
