Hubspot CRM + Help Scout + Headsup integration
Use Autopilot to create journeys that use the Hubspot CRM, Help Scout and Headsup integrations.
Upcoming
Marketing Automation ideas to integrate Hubspot CRM, Help Scout and Headsup.
Help Scout Tag to Check HubSpot CRM Deal Stage to Show Headsup Message
Help Scout Satisfaction Rating to Check Headsup Status to Update HubSpot Contact Field
Help Scout Create Conversation to Show Headsup Message to Update HubSpot CRM Deal Stage
Help Scout Tag to Check Headsup Status to Add HubSpot CRM Deal
Help Scout Tag to Add HubSpot CRM Deal to Show Headsup Message
Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Show Headsup Message
Help Scout Tag to Show Headsup Message to Add HubSpot CRM Deal
Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Show Headsup Message
Help Scout Create Conversation to Check Headsup Status to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Show Headsup Message
Help Scout Satisfaction Rating to Show Headsup Message to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Add HubSpot CRM Deal to Show Headsup Message
Help Scout Tag to Update HubSpot Contact Field to Show Headsup Message
Help Scout Create Conversation to Check Headsup Status to Update HubSpot Contact Field
Help Scout Tag to Show Headsup Message to Update HubSpot Contact Field
Help Scout Satisfaction Rating to Check Headsup Status to Update HubSpot CRM Deal Stage
Help Scout Tag to Show Headsup Message to Update HubSpot CRM Deal Stage
Help Scout Create Conversation to Check Headsup Status to Update HubSpot CRM Deal Stage
Help Scout Tag to Update HubSpot CRM Deal Stage to Show Headsup Message
Help Scout Satisfaction Rating to Show Headsup Message to Update HubSpot Contact Field
Showing 20 journey ideas for Hubspot CRM, Help Scout and Headsup
About the Hubspot CRM integration
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.
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 Headsup integration
Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Help Scout integration and the Headsup integration.
Journey Triggers
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.
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.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
Journey 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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
