Salesforce + Delighted + Help Scout integration

Use Autopilot to create journeys that use the Salesforce, Delighted and Help Scout integrations.

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Marketing Automation ideas to integrate Salesforce, Delighted and Help Scout.

Help Scout Satisfaction Rating to Check Salesforce Field to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Check Delighted NPS Response to Add Salesforce Task

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Send Delighted NPS Survey

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Help Scout Tag to Update Salesforce Field to Send Delighted NPS Survey

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Delighted NPS Response to Check Delighted NPS Response to Update Salesforce Field

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Help Scout Tag to Assign Salesforce Lead to Group to Send Delighted NPS Survey

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Help Scout Satisfaction Rating to Update Salesforce Field to Send Delighted NPS Survey

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Help Scout Tag to Check Salesforce Campaign Member Status to Send Delighted NPS Survey

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Delighted NPS Response to Send Delighted NPS Survey to Assign Salesforce Lead

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Help Scout Tag to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Send Delighted NPS Survey to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Send Delighted NPS Survey to Update Salesforce Field

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Send Delighted NPS Survey

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Create Salesforce Opportunity

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Help Scout Satisfaction Rating to Send Delighted NPS Survey to Create Salesforce Opportunity

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Help Scout Create Conversation to Check Delighted NPS Response to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Send Delighted NPS Survey to Update Salesforce Field

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Salesforce Field Changed to Send Delighted NPS Survey to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Check Delighted NPS Response to Update Salesforce Field

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Showing 20 journey ideas for Salesforce, Delighted 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 Delighted integration

With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.

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, Delighted 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).
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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.
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.

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.
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Delighted and Help Scout.