Hubspot CRM + Timers + Help Scout integration
Use Autopilot to create journeys that use the Hubspot CRM, Timers and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Hubspot CRM, Timers and Help Scout.
Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Add Delay
HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Add Delay
Help Scout Tag to Add Delay to Add HubSpot CRM Deal
HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Add Delay
HubSpot CRM Deal Stage Match to Add Delay to Update HubSpot Contact Field
Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Add Delay
Help Scout Satisfaction Rating to Add Delay to Update HubSpot Contact Field
Time Trigger to Add Delay to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Add Delay to Update HubSpot CRM Deal Stage
Time Trigger to Update HubSpot Contact Field to Add Delay
Help Scout Satisfaction Rating to Update HubSpot Contact Field to Add Delay
Time Trigger to Check HubSpot CRM Deal Stage to Add Delay
New HubSpot CRM Contact to Add Delay to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Add Delay to Add HubSpot CRM Deal
New HubSpot CRM Contact to Add Delay to Update HubSpot Contact Field
HubSpot CRM Contact Field Match to Add Delay to Update HubSpot Contact Field
New HubSpot CRM Contact to Add HubSpot CRM Deal to Add Delay
Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Add Delay
Time Trigger to Update HubSpot CRM Deal Stage to Add Delay
Help Scout Tag to Add HubSpot CRM Deal to Add Delay
Showing 20 journey ideas for Hubspot CRM, Timers 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 Timers integration
Timers and delays make it easy to send the right message at the right time. For example, you can use delays to create a drip email sequence with each follow up email sent one day apart. Delays can also be used to wait until a particular time and day, for example you might only want to send emails on business days between 9am and 5pm.
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, Timers 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.
Time Trigger
Add contacts on a list to a journey at a particular date and time.
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.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.
