Lists + Help Scout + Salesforce integration
Use Autopilot to create journeys that use the Lists, Help Scout and Salesforce integrations.
Upcoming
Marketing Automation ideas to integrate Lists, Help Scout and Salesforce.
Help Scout Create Conversation to Is on List or Segment to Assign Salesforce Lead
Help Scout Create Conversation to Update Salesforce Field to Remove From List
Help Scout Satisfaction Rating to Add to List to Update Salesforce Field
Help Scout Satisfaction Rating to Remove From List to Assign Salesforce Lead
Help Scout Create Conversation to Check Salesforce Campaign Member Status to Remove From List
Help Scout Tag to Is on List or Segment to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Remove From List
Help Scout Create Conversation to Add to List to Assign Salesforce Lead to Group
Help Scout Tag to Add to List to Assign Salesforce Lead
Help Scout Satisfaction Rating to Update Salesforce Field to Remove From List
Help Scout Satisfaction Rating to Add Salesforce Task to Add to List
Help Scout Tag to Set Salesforce Campaign Member Status to Add to List
Help Scout Tag to Remove From List to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Check Lead Status to Assign Salesforce Lead to Group
Help Scout Create Conversation to Update Salesforce Field to Add to List
Help Scout Create Conversation to Is on List or Segment to Add Salesforce Task
Help Scout Satisfaction Rating to Check Lead Status to Update Salesforce Field
Help Scout Satisfaction Rating to Check Salesforce Campaign Member Status to Add to List
Help Scout Satisfaction Rating to Create Salesforce Opportunity to Add to List
Help Scout Satisfaction Rating to Add to List to Assign Salesforce Lead
Showing 20 journey ideas for Lists, Help Scout and Salesforce
About the Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
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 Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lists integration, Help Scout integration and the Salesforce integration.
Journey Triggers
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Conditions
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey Actions
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
