Lead Scoring + Help Scout + Sendgrid integration

Use Autopilot to create journeys that use the Lead Scoring, Help Scout and Sendgrid integrations.

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Marketing Automation ideas to integrate Lead Scoring, Help Scout and Sendgrid.

Help Scout Tag to Send Sendgrid Transactional Email to Change Score

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Help Scout Satisfaction Rating to Change Score to Send Sendgrid Transactional Email

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Help Scout Satisfaction Rating to Send Sendgrid Transactional Email to Change Score

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Help Scout Create Conversation to Send Sendgrid Transactional Email to Change Score

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Help Scout Tag to Change Score to Send Sendgrid Transactional Email

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Help Scout Create Conversation to Change Score to Send Sendgrid Transactional Email

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Showing 6 journey ideas for Lead Scoring, Help Scout and Sendgrid

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 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

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lead Scoring integration, Help Scout integration and the Sendgrid 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.

Journey Actions

Change Score
Increases or decrease a number field by a specific amount.
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 Lead Scoring, Help Scout and Sendgrid.