Hubspot CRM + Sendgrid + Help Scout integration

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

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

Help Scout Create Conversation to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Help Scout Satisfaction Rating to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Help Scout Tag to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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New HubSpot CRM Contact to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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Help Scout Satisfaction Rating to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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Help Scout Create Conversation to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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Help Scout Tag to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

Try this free

New HubSpot CRM Contact to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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HubSpot CRM Contact Field Match to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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Help Scout Tag to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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Showing 20 journey ideas for Hubspot CRM, Sendgrid 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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

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, Sendgrid 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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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, Sendgrid and Help Scout.