OneSignal + Salesforce + Help Scout integration
Use Autopilot to create journeys that use the OneSignal, Salesforce and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate OneSignal, Salesforce and Help Scout.
Help Scout Satisfaction Rating to Check Salesforce Field to Send Push Notification
Salesforce Campaign Trigger to Send Push Notification to Add Salesforce Task
Help Scout Create Conversation to Send Push Notification to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Send Push Notification to Add Salesforce Task
Help Scout Satisfaction Rating to Add Salesforce Task to Send Push Notification
Help Scout Create Conversation to Assign Salesforce Lead to Group to Send Push Notification
Salesforce Campaign Trigger to Create Salesforce Opportunity to Send Push Notification
Help Scout Satisfaction Rating to Send Push Notification to Create Salesforce Opportunity
Help Scout Tag to Send Push Notification to Add Salesforce Task
Salesforce Field Changed to Assign Salesforce Lead to Group to Send Push Notification
Help Scout Tag to Send Push Notification to Create Salesforce Opportunity
Help Scout Tag to Add Salesforce Task to Send Push Notification
Salesforce Field Changed to Create Salesforce Opportunity to Send Push Notification
Salesforce Field Changed to Send Push Notification to Update Salesforce Field
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Send Push Notification
Salesforce Field Changed to Add Salesforce Task to Send Push Notification
Help Scout Create Conversation to Send Push Notification to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Update Salesforce Field to Send Push Notification
Help Scout Create Conversation to Send Push Notification to Assign Salesforce Lead
Help Scout Tag to Send Push Notification to Set Salesforce Campaign Member Status
Showing 20 journey ideas for OneSignal, Salesforce and Help Scout
About the OneSignal integration
Create a multi-channel customer journey with personalized push notifications. This integrates makes it incredibly easy to incorporate both mobile push notifications and web push notifications into your customer journeys. Engage users of your application at just the right time, with the right message, by using this powerful integration with OneSignal.
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 OneSignal integration, Salesforce integration and the Help Scout integration.
Journey Triggers
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
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
Send Push Notification
Send a contact a personalized mobile or web push notification.
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.
