Hubspot CRM + Lead Scoring + Help Scout integration

Use Autopilot to create journeys that use the Hubspot CRM, Lead Scoring and Help Scout integrations.

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Marketing Automation ideas to integrate Hubspot CRM, Lead Scoring and Help Scout.

HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Change Score

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Change Score

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Change Score

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Help Scout Create Conversation to Change Score to Update HubSpot CRM Deal Stage

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Help Scout Tag to Change Score to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Change Score to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Change Score

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HubSpot CRM Deal Stage Match to Change Score to Add HubSpot CRM Deal

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Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Change Score

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Change Score

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Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Change Score

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HubSpot CRM Contact Field Match to Change Score to Add HubSpot CRM Deal

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Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Change Score

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Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Change Score

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Help Scout Tag to Update HubSpot Contact Field to Change Score

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HubSpot CRM Contact Field Match to Change Score to Update HubSpot CRM Deal Stage

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Help Scout Tag to Add HubSpot CRM Deal to Change Score

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Help Scout Tag to Change Score to Add HubSpot CRM Deal

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Help Scout Tag to Change Score to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Update HubSpot Contact Field to Change Score

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Showing 20 journey ideas for Hubspot CRM, Lead Scoring and Help Scout

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 Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Lead Scoring integration and the Help Scout 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.

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.
Change Score
Increases or decrease a number field by a specific amount.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Hubspot CRM, Lead Scoring and Help Scout.