Salesforce + Facebook + Help Scout integration
Use Autopilot to create journeys that use the Salesforce, Facebook and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Facebook and Help Scout.
Help Scout Create Conversation to Add Salesforce Task to Remove From Facebook Custom Audience
Help Scout Create Conversation to Assign Salesforce Lead to Group to Add to Facebook Custom Audience
Help Scout Tag to Add Salesforce Task to Add to Facebook Custom Audience
Facebook Lead Ad Submitted to Add Salesforce Task to Remove From Facebook Custom Audience
Help Scout Satisfaction Rating to Has Submitted Facebook Lead Ad to Update Salesforce Field
Salesforce Field Changed to Remove From Facebook Custom Audience to Update Salesforce Field
Salesforce Field Changed to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Update Salesforce Field
Help Scout Tag to Remove From Facebook Custom Audience to Assign Salesforce Lead
Salesforce Field Changed to Check Salesforce Field to Remove From Facebook Custom Audience
Salesforce Field Changed to Assign Salesforce Lead to Remove From Facebook Custom Audience
Help Scout Create Conversation to Has Submitted Facebook Lead Ad to Update Salesforce Field
Salesforce Campaign Trigger to Create Salesforce Opportunity to Remove From Facebook Custom Audience
Help Scout Satisfaction Rating to Check Salesforce Field to Remove From Facebook Custom Audience
Help Scout Create Conversation to Assign Salesforce Lead to Group to Remove From Facebook Custom Audience
Help Scout Tag to Has Submitted Facebook Lead Ad to Create Salesforce Opportunity
Salesforce Campaign Trigger to Remove From Facebook Custom Audience to Set Salesforce Campaign Member Status
Help Scout Tag to Add to Facebook Custom Audience to Create Salesforce Opportunity
Help Scout Create Conversation to Add to Facebook Custom Audience to Add Salesforce Task
Salesforce Field Changed to Add Salesforce Task to Remove From Facebook Custom Audience
Showing 20 journey ideas for Salesforce, Facebook 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 Facebook integration
Our Facebook integration takes your audiences and automatically syncs them with Facebook to help you grow them. Target customers similar to the ones in each of your audiences.
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, Facebook 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).
Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
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.
Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.
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.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
