Salesforce + Help Scout + Delighted integration
Use Autopilot to create journeys that use the Salesforce, Help Scout and Delighted integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Help Scout and Delighted.
Help Scout Tag to Check Salesforce Campaign Member Status to Send Delighted NPS Survey
Help Scout Satisfaction Rating to Update Salesforce Field to Send Delighted NPS Survey
Help Scout Satisfaction Rating to Check Delighted NPS Response to Add Salesforce Task
Help Scout Satisfaction Rating to Send Delighted NPS Survey to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Check Delighted NPS Response to Assign Salesforce Lead
Help Scout Satisfaction Rating to Send Delighted NPS Survey to Assign Salesforce Lead
Help Scout Create Conversation to Check Delighted NPS Response to Set Salesforce Campaign Member Status
Help Scout Create Conversation to Add Salesforce Task to Send Delighted NPS Survey
Help Scout Satisfaction Rating to Add Salesforce Task to Send Delighted NPS Survey
Help Scout Create Conversation to Check Delighted NPS Response to Assign Salesforce Lead to Group
Help Scout Create Conversation to Create Salesforce Opportunity to Send Delighted NPS Survey
Help Scout Satisfaction Rating to Check Delighted NPS Response to Assign Salesforce Lead
Help Scout Satisfaction Rating to Send Delighted NPS Survey to Update Salesforce Field
Help Scout Tag to Check Delighted NPS Response to Add Salesforce Task
Help Scout Create Conversation to Send Delighted NPS Survey to Update Salesforce Field
Help Scout Create Conversation to Check Delighted NPS Response to Add Salesforce Task
Help Scout Tag to Check Salesforce Field to Send Delighted NPS Survey
Help Scout Satisfaction Rating to Assign Salesforce Lead to Send Delighted NPS Survey
Help Scout Create Conversation to Assign Salesforce Lead to Group to Send Delighted NPS Survey
Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Send Delighted NPS Survey
Showing 20 journey ideas for Salesforce, Help Scout and Delighted
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 Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Delighted 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.
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
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 Delighted NPS Response
Check the previous NPS response of the contact in the journey.
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 Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
