Hubspot CRM + Help Scout + Zendesk integration
Use Autopilot to create journeys that use the Hubspot CRM, Help Scout and Zendesk integrations.
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Marketing Automation ideas to integrate Hubspot CRM, Help Scout and Zendesk.
Help Scout Tag to Check HubSpot CRM Deal Stage to Submit New Zendesk Ticket
Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Add HubSpot CRM Deal to Submit New Zendesk Ticket
Help Scout Tag to Zendesk Ticket Status to Update HubSpot Contact Field
Help Scout Tag to Update HubSpot Contact Field to Submit New Zendesk Ticket
Help Scout Tag to Zendesk Ticket Status to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Zendesk Ticket Status to Add HubSpot CRM Deal
Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Submit New Zendesk Ticket
Help Scout Tag to Submit New Zendesk Ticket to Add HubSpot CRM Deal
Help Scout Create Conversation to Submit New Zendesk Ticket to Add HubSpot CRM Deal
Help Scout Create Conversation to Zendesk Ticket Status to Update HubSpot Contact Field
Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Update HubSpot CRM Deal Stage
Help Scout Create Conversation to Zendesk Ticket Status to Update HubSpot CRM Deal Stage
Help Scout Tag to Add HubSpot CRM Deal to Submit New Zendesk Ticket
Help Scout Create Conversation to Update HubSpot Contact Field to Submit New Zendesk Ticket
Help Scout Create Conversation to Submit New Zendesk Ticket to Update HubSpot Contact Field
Help Scout Tag to Update HubSpot CRM Deal Stage to Submit New Zendesk Ticket
Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Submit New Zendesk Ticket
Help Scout Tag to Submit New Zendesk Ticket to Update HubSpot CRM Deal Stage
Help Scout Tag to Submit New Zendesk Ticket to Update HubSpot Contact Field
Showing 20 journey ideas for Hubspot CRM, Help Scout and Zendesk
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Help Scout integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
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.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
