Lead Scoring + Help Scout + Forms integration
Use Autopilot to create journeys that use the Lead Scoring, Help Scout and Forms integrations.
Upcoming
Marketing Automation ideas to integrate Lead Scoring, Help Scout and Forms.
Help Scout Satisfaction Rating to Has Submitted Form to Change Score
Help Scout Tag to Has Submitted Form to Change Score
Help Scout Create Conversation to Has Submitted Form to Change Score
Showing 3 journey ideas for Lead Scoring, Help Scout and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lead Scoring integration, Help Scout integration and the Forms 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.
Form Submitted
Add a contact to a journey when they submit a form.
Conditions
Has Submitted Form
Check if a contact has previously submitted a specific form.
Journey Actions
Change Score
Increases or decrease a number field by a specific amount.
