Lead Scoring + Help Scout + Survey Monkey integration

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

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

Help Scout Tag to Change Score to Send SurveyMonkey Survey

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Help Scout Satisfaction Rating to Change Score to Send SurveyMonkey Survey

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Help Scout Create Conversation to Change Score to Send SurveyMonkey Survey

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Help Scout Tag to Send SurveyMonkey Survey to Change Score

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Help Scout Create Conversation to Send SurveyMonkey Survey to Change Score

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Help Scout Satisfaction Rating to Send SurveyMonkey Survey to Change Score

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Showing 6 journey ideas for Lead Scoring, Help Scout and Survey Monkey

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 Survey Monkey integration

SurveyMonkey is the world's leading online survey platform, but it is complicated and expensive. Autopilot has the ability to create "Capture forms" which can act as surveys. You can then send those responses to yourself via Slack, SMS, and analyse the responses in ledger form, reports, and advanced graphs. Autopilot also allows you to have automated survey follow ups and segment your customers into audiences based on their survey response.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lead Scoring integration, Help Scout integration and the Survey Monkey 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.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

Journey Actions

Change Score
Increases or decrease a number field by a specific amount.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

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 Survey Monkey.