Salesforce + AB Split Testing + Help Scout integration
Use Autopilot to create journeys that use the Salesforce, AB Split Testing and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, AB Split Testing and Help Scout.
Help Scout Satisfaction Rating to Update Salesforce Field to AB Split
Salesforce Field Changed to Update Salesforce Field to AB Split
Help Scout Satisfaction Rating to Add Salesforce Task to AB Split
Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to AB Split
Salesforce Campaign Trigger to Check Salesforce Field to AB Split
Salesforce Field Changed to Add Salesforce Task to AB Split
Salesforce Field Changed to AB Split to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Add Salesforce Task to AB Split
Salesforce Campaign Trigger to AB Split to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Assign Salesforce Lead to Group to AB Split
Help Scout Satisfaction Rating to AB Split to Assign Salesforce Lead
Salesforce Field Changed to Assign Salesforce Lead to AB Split
Salesforce Field Changed to Assign Salesforce Lead to Group to AB Split
Help Scout Tag to AB Split to Assign Salesforce Lead to Group
Help Scout Create Conversation to AB Split to Assign Salesforce Lead
Help Scout Create Conversation to AB Split to Add Salesforce Task
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to AB Split
Help Scout Create Conversation to Update Salesforce Field to AB Split
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to AB Split
Help Scout Create Conversation to Check Salesforce Field to AB Split
Showing 20 journey ideas for Salesforce, AB Split Testing and Help Scout
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 AB Split Testing integration
AB Split Testing is vital to optimizing your marketing. Running regular experiments helps you to maximize the impact of your marketing spend. For example, you might setup an AB Split Test to see which email subject line leads to the best open or click rate. Or you might setup a test to see which Facebook Ad leads to the most conversions. Ongoing success in marketing comes down to making AB Split Testing part of every customer journey. Autopilot makes that easy.
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 Salesforce integration, AB Split Testing 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
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.
AB Split
Randomly split contacts into two groups.
