Hubspot CRM + Lists + Help Scout integration
Use Autopilot to create journeys that use the Hubspot CRM, Lists and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Hubspot CRM, Lists and Help Scout.
List Trigger to Is on List or Segment to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Update HubSpot Contact Field to Remove From List
HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Add to List
HubSpot CRM Deal Stage Match to Remove From List to Update HubSpot CRM Deal Stage
Help Scout Create Conversation to Add HubSpot CRM Deal to Add to List
HubSpot CRM Deal Stage Match to Add to List to Update HubSpot CRM Deal Stage
List Trigger to Add HubSpot CRM Deal to Add to List
Help Scout Tag to Add to List to Add HubSpot CRM Deal
Removed From List to Remove From List to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Is on List or Segment to Update HubSpot Contact Field
Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Add to List
New HubSpot CRM Contact to Remove From List to Update HubSpot CRM Deal Stage
List Trigger to Check Lead Status to Add HubSpot CRM Deal
Help Scout Create Conversation to Check Lead Status to Update HubSpot CRM Deal Stage
Removed From List to Update HubSpot CRM Deal Stage to Remove From List
Removed From List to Add to List to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Add to List
List Trigger to Remove From List to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Add to List
HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Add to List
Showing 20 journey ideas for Hubspot CRM, Lists 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 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 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, Lists 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.
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.
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.
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.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
