Lead Scoring + Help Scout + Zendesk integration

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

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

Help Scout Tag to Zendesk Ticket Status to Change Score

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Help Scout Create Conversation to Zendesk Ticket Status to Change Score

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Help Scout Tag to Change Score to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Change Score

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Help Scout Create Conversation to Change Score to Submit New Zendesk Ticket

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Help Scout Create Conversation to Submit New Zendesk Ticket to Change Score

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Help Scout Satisfaction Rating to Change Score to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Zendesk Ticket Status to Change Score

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Help Scout Tag to Submit New Zendesk Ticket to Change Score

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Showing 9 journey ideas for Lead Scoring, Help Scout and Zendesk

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 Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lead Scoring integration, Help Scout integration and the Zendesk 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.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

Journey Actions

Change Score
Increases or decrease a number field by a specific amount.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for 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 Zendesk.