Lead Scoring + Help Scout + Custom Fields integration
Use Autopilot to create journeys that use the Lead Scoring, Help Scout and Custom Fields integrations.
Upcoming
Marketing Automation ideas to integrate Lead Scoring, Help Scout and Custom Fields.
Help Scout Create Conversation to Update Field to Change Score
Help Scout Satisfaction Rating to Update Field to Change Score
Help Scout Create Conversation to Check Field to Change Score
Help Scout Tag to Check Field to Change Score
Help Scout Tag to Update Field to Change Score
Help Scout Create Conversation to Change Score to Update Field
Help Scout Tag to Change Score to Update Field
Help Scout Satisfaction Rating to Check Field to Change Score
Help Scout Satisfaction Rating to Change Score to Update Field
Showing 9 journey ideas for Lead Scoring, Help Scout and Custom Fields
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.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lead Scoring integration, Help Scout integration and the Custom Fields integration.
Journey Triggers
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Journey Actions
Change Score
Increases or decrease a number field by a specific amount.
Update Field
Update a field to a specific value.
