Salesforce + Headsup + Help Scout integration
Use Autopilot to create journeys that use the Salesforce, Headsup and Help Scout integrations.
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Marketing Automation ideas to integrate Salesforce, Headsup and Help Scout.
Salesforce Campaign Trigger to Check Headsup Status to Create Salesforce Opportunity
Help Scout Tag to Update Salesforce Field to Show Headsup Message
Salesforce Campaign Trigger to Check Headsup Status to Update Salesforce Field
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Show Headsup Message
Help Scout Tag to Create Salesforce Opportunity to Show Headsup Message
Help Scout Satisfaction Rating to Show Headsup Message to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Check Headsup Status to Add Salesforce Task
Salesforce Field Changed to Check Salesforce Field to Show Headsup Message
Salesforce Field Changed to Check Headsup Status to Add Salesforce Task
Help Scout Tag to Set Salesforce Campaign Member Status to Show Headsup Message
Salesforce Campaign Trigger to Show Headsup Message to Set Salesforce Campaign Member Status
Salesforce Field Changed to Assign Salesforce Lead to Show Headsup Message
Help Scout Satisfaction Rating to Show Headsup Message to Create Salesforce Opportunity
Salesforce Field Changed to Check Headsup Status to Assign Salesforce Lead
Salesforce Field Changed to Check Headsup Status to Assign Salesforce Lead to Group
Salesforce Field Changed to Check Headsup Status to Create Salesforce Opportunity
Salesforce Field Changed to Show Headsup Message to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Headsup Status to Assign Salesforce Lead
Salesforce Campaign Trigger to Check Headsup Status to Add Salesforce Task
Help Scout Satisfaction Rating to Check Salesforce Campaign Member Status to Show Headsup Message
Showing 20 journey ideas for Salesforce, Headsup 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 Headsup integration
Display personalized, timely messages to people that visit your website, landing pages, store, blog, knowledge base or app. Acquire new subscribers, capture replies, and create beautiful call to actions to nudge people in the right direction.
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, Headsup 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.
Check Headsup Status
Check whether a contact has interacted with a Headsup message in a specific way (e.g. opened or responded).
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.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
