Salesforce + Help Scout + Hubspot CRM integration
Use Autopilot to create journeys that use the Salesforce, Help Scout and Hubspot CRM integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Help Scout and Hubspot CRM.
Help Scout Create Conversation to Update Salesforce Field to Add HubSpot CRM Deal
Help Scout Satisfaction Rating to Create Salesforce Opportunity to Add HubSpot CRM Deal
Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Update Salesforce Field
Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Help Scout Tag to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
Help Scout Create Conversation to Add Salesforce Task to Update HubSpot Contact Field
Help Scout Tag to Check Salesforce Field to Update HubSpot Contact Field
Help Scout Create Conversation to Update HubSpot Contact Field to Update Salesforce Field
Help Scout Create Conversation to Check Salesforce Field to Update HubSpot Contact Field
Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Help Scout Satisfaction Rating to Add HubSpot CRM Deal to Add Salesforce Task
Help Scout Tag to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
Help Scout Create Conversation to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Help Scout Tag to Assign Salesforce Lead to Group to Add HubSpot CRM Deal
Help Scout Create Conversation to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Help Scout Create Conversation to Assign Salesforce Lead to Group to Update HubSpot Contact Field
Showing 20 journey ideas for Salesforce, Help Scout and Hubspot CRM
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 Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
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.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
