Hubspot CRM + Wufoo + Help Scout integration
Use Autopilot to create journeys that use the Hubspot CRM, Wufoo and Help Scout integrations.
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Marketing Automation ideas to integrate Hubspot CRM, Wufoo and Help Scout.
Help Scout Tag to Has Submitted Wufoo Form to Update HubSpot Contact Field
New Wufoo Form Submitted to Has Submitted Wufoo Form to Update HubSpot Contact Field
New Wufoo Form Submitted to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage
New Wufoo Form Submitted to Has Submitted Wufoo Form to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage
Help Scout Tag to Has Submitted Wufoo Form to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Has Submitted Wufoo Form to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Has Submitted Wufoo Form to Add HubSpot CRM Deal
Help Scout Tag to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Has Submitted Wufoo Form to Update HubSpot Contact Field
New HubSpot CRM Contact to Has Submitted Wufoo Form to Add HubSpot CRM Deal
New HubSpot CRM Contact to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage
Help Scout Create Conversation to Has Submitted Wufoo Form to Update HubSpot Contact Field
Help Scout Create Conversation to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage
Help Scout Satisfaction Rating to Has Submitted Wufoo Form to Add HubSpot CRM Deal
Help Scout Create Conversation to Has Submitted Wufoo Form to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Has Submitted Wufoo Form to Update HubSpot Contact Field
HubSpot CRM Contact Field Match to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Has Submitted Wufoo Form to Update HubSpot Contact Field
Showing 20 journey ideas for Hubspot CRM, Wufoo 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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
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, Wufoo 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.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
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.
