Lists + Salesforce + Help Scout integration
Use Autopilot to create journeys that use the Lists, Salesforce and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Lists, Salesforce and Help Scout.
Help Scout Create Conversation to Assign Salesforce Lead to Add to List
Removed From List to Remove From List to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to Add to List
Help Scout Tag to Remove From List to Add Salesforce Task
Salesforce Campaign Trigger to Check Lead Status to Assign Salesforce Lead to Group
Removed From List to Check Lead Status to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Is on List or Segment to Assign Salesforce Lead
List Trigger to Check Salesforce Campaign Member Status to Add to List
Salesforce Field Changed to Create Salesforce Opportunity to Remove From List
Salesforce Campaign Trigger to Update Salesforce Field to Remove From List
Salesforce Campaign Trigger to Remove From List to Add Salesforce Task
Help Scout Satisfaction Rating to Remove From List to Create Salesforce Opportunity
List Trigger to Remove From List to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Is on List or Segment to Assign Salesforce Lead to Group
Removed From List to Is on List or Segment to Assign Salesforce Lead to Group
Salesforce Field Changed to Check Salesforce Field to Add to List
Help Scout Tag to Is on List or Segment to Update Salesforce Field
Salesforce Campaign Trigger to Create Salesforce Opportunity to Remove From List
Help Scout Tag to Add to List to Add Salesforce Task
Help Scout Satisfaction Rating to Assign Salesforce Lead to Add to List
Showing 20 journey ideas for Lists, Salesforce and Help Scout
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 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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Lists integration, Salesforce integration and the Help Scout 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.
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).
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.
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.
