Lead Scoring + Help Scout + Trello integration
Use Autopilot to create journeys that use the Lead Scoring, Help Scout and Trello integrations.
Upcoming
Marketing Automation ideas to integrate Lead Scoring, Help Scout and Trello.
Help Scout Satisfaction Rating to Change Score to Add Trello Card
Help Scout Satisfaction Rating to Add Trello Card to Change Score
Help Scout Tag to Change Score to Add Trello Card
Help Scout Create Conversation to Add Trello Card to Change Score
Help Scout Create Conversation to Change Score to Add Trello Card
Help Scout Tag to Add Trello Card to Change Score
Showing 6 journey ideas for Lead Scoring, Help Scout and Trello
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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lead Scoring integration, Help Scout integration and the Trello 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.
Add Trello Card
Adds a Trello card to a board.
