Salesforce + Help Scout + Custom Fields integration
Use Autopilot to create journeys that use the Salesforce, Help Scout and Custom Fields integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Help Scout and Custom Fields.
Help Scout Create Conversation to Check Field to Assign Salesforce Lead
Help Scout Tag to Check Field to Create Salesforce Opportunity
Help Scout Tag to Check Salesforce Campaign Member Status to Update Field
Help Scout Tag to Create Salesforce Opportunity to Update Field
Help Scout Tag to Check Field to Set Salesforce Campaign Member Status
Help Scout Tag to Update Field to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Check Salesforce Field to Update Field
Help Scout Tag to Check Field to Assign Salesforce Lead to Group
Help Scout Tag to Set Salesforce Campaign Member Status to Update Field
Help Scout Tag to Update Field to Create Salesforce Opportunity
Help Scout Create Conversation to Assign Salesforce Lead to Update Field
Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Update Field
Help Scout Create Conversation to Update Field to Assign Salesforce Lead to Group
Help Scout Tag to Update Field to Update Salesforce Field
Help Scout Satisfaction Rating to Update Field to Update Salesforce Field
Help Scout Create Conversation to Check Field to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Check Field to Update Salesforce Field
Help Scout Create Conversation to Update Field to Update Salesforce Field
Help Scout Tag to Update Field to Assign Salesforce Lead to Group
Help Scout Create Conversation to Update Field to Assign Salesforce Lead
Showing 20 journey ideas for Salesforce, Help Scout and Custom Fields
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 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.
About the Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Custom Fields 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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
