Salesforce + Help Scout + Forms integration

Use Autopilot to create journeys that use the Salesforce, Help Scout and Forms integrations.

Upcoming

Marketing Automation ideas to integrate Salesforce, Help Scout and Forms.

Help Scout Satisfaction Rating to Has Submitted Form to Assign Salesforce Lead to Group

Try this free

Help Scout Satisfaction Rating to Has Submitted Form to Create Salesforce Opportunity

Try this free

Help Scout Create Conversation to Has Submitted Form to Assign Salesforce Lead to Group

Try this free

Help Scout Create Conversation to Has Submitted Form to Assign Salesforce Lead

Try this free

Help Scout Tag to Has Submitted Form to Add Salesforce Task

Try this free

Help Scout Create Conversation to Has Submitted Form to Add Salesforce Task

Try this free

Help Scout Satisfaction Rating to Has Submitted Form to Assign Salesforce Lead

Try this free

Help Scout Tag to Has Submitted Form to Set Salesforce Campaign Member Status

Try this free

Help Scout Create Conversation to Has Submitted Form to Update Salesforce Field

Try this free

Help Scout Tag to Has Submitted Form to Assign Salesforce Lead

Try this free

Help Scout Tag to Has Submitted Form to Create Salesforce Opportunity

Try this free

Help Scout Tag to Has Submitted Form to Update Salesforce Field

Try this free

Help Scout Satisfaction Rating to Has Submitted Form to Set Salesforce Campaign Member Status

Try this free

Help Scout Create Conversation to Has Submitted Form to Set Salesforce Campaign Member Status

Try this free

Help Scout Create Conversation to Has Submitted Form to Create Salesforce Opportunity

Try this free

Help Scout Satisfaction Rating to Has Submitted Form to Update Salesforce Field

Try this free

Help Scout Satisfaction Rating to Has Submitted Form to Add Salesforce Task

Try this free

Help Scout Tag to Has Submitted Form to Assign Salesforce Lead to Group

Try this free

Showing 18 journey ideas for Salesforce, Help Scout and Forms

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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Forms 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.
Form Submitted
Add a contact to a journey when they submit a form.

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 Form
Check if a contact has previously submitted a specific form.

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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Help Scout and Forms.