Recurly + Zendesk + Help Scout integration
Use Autopilot to create journeys that use the Recurly, Zendesk and Help Scout integrations.
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Marketing Automation ideas to integrate Recurly, Zendesk and Help Scout.
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About the Recurly integration
Our Recurly integration syncs all of your customer data and invoices allowing you deep insights into your SaaS metrics. We automatically create dashboards which help you gain actionable insights into your customer base. Most importantly, Autopilot lets you take ACTION on this data through email marketing campaigns and playbooks which help you grow your audience and make more money.
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.
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 Recurly integration, Zendesk integration and the Help Scout integration.
Journey Triggers
Recurly Subscription
Add a contact to a journey when their Recurly subscription status meets your criteria.
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Journey Actions
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
