Salesforce + Help Scout Integration
Use Autopilot to automate and integrate Salesforce and Help Scout.
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Marketing Automation ideas to integrate Salesforce and Help Scout
Help Scout Create Conversation to Assign Salesforce Lead
Help Scout Create Conversation to Assign Salesforce Lead
Help Scout Create Conversation to Add Salesforce Task to Unsubscribe from Mailchimp Audience
Help Scout Create Conversation to Create Salesforce Opportunity to Add Delay
Help Scout Create Conversation to Has Visited Page to Assign Salesforce Lead
Help Scout Satisfaction Rating to Add Salesforce Task
Help Scout Tag to Show Headsup Message to Assign Salesforce Lead
Help Scout Tag to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
Help Scout Create Conversation to Assign Salesforce Lead to Group
Help Scout Create Conversation to Check Salesforce Campaign Member Status to Send Twilio SMS
Help Scout Create Conversation to Check Salesforce Campaign Member Status to Add Delay
Segment Event to Assign Salesforce Lead to Group
Help Scout Create Conversation to Send Sendgrid Transactional Email to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Check Salesforce Field to Add Delay
Help Scout Tag to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Help Scout Create Conversation to Assign Salesforce Lead
Help Scout Create Conversation to Add Salesforce Task
Help Scout Satisfaction Rating to Create Salesforce Opportunity to Send Delighted NPS Survey
Help Scout Tag to Update HubSpot CRM Deal Stage
Help Scout Create Conversation to Assign Salesforce Lead to Show Headsup Message
Showing 20 of 2528 Marketing Automation ideas using Autopilot's Salesforce and Help Scout integration.
About Salesforce
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 Help Scout
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 Salesforce integration.
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.
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.
