Salesforce + Email + Help Scout integration
Use Autopilot to create journeys that use the Salesforce, Email and Help Scout integrations.
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Marketing Automation ideas to integrate Salesforce, Email and Help Scout.
Help Scout Create Conversation to Send Email to Create Salesforce Opportunity
Help Scout Tag to Send Email to Assign Salesforce Lead to Group
Help Scout Tag to Assign Salesforce Lead to Group to Send Email
Help Scout Create Conversation to Assign Salesforce Lead to Group to Send Email
Help Scout Satisfaction Rating to Send Email to Add Salesforce Task
Salesforce Field Changed to Check Email Status to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Assign Salesforce Lead to Send Email
Help Scout Satisfaction Rating to Update Salesforce Field to Send Email
Email Activity to Assign Salesforce Lead to Group to Send Email
Help Scout Satisfaction Rating to Send Email to Update Salesforce Field
Help Scout Create Conversation to Check Email Status to Create Salesforce Opportunity
Salesforce Campaign Trigger to Check Email Status to Add Salesforce Task
Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Send Email
Salesforce Field Changed to Check Email Status to Add Salesforce Task
Salesforce Field Changed to Check Salesforce Campaign Member Status to Send Email
Help Scout Satisfaction Rating to Send Email to Set Salesforce Campaign Member Status
Help Scout Tag to Send Email to Set Salesforce Campaign Member Status
Email Activity to Check Email Status to Update Salesforce Field
Salesforce Campaign Trigger to Check Email Status to Set Salesforce Campaign Member Status
Salesforce Field Changed to Send Email to Set Salesforce Campaign Member Status
Showing 20 journey ideas for Salesforce, Email 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 Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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, Email 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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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 Email
Send a contact a personalized marketing or transactional email.
