Salesforce + Help Scout + Lead Scoring integration
Use Autopilot to create journeys that use the Salesforce, Help Scout and Lead Scoring integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Help Scout and Lead Scoring.
Help Scout Create Conversation to Add Salesforce Task to Change Score
Help Scout Tag to Create Salesforce Opportunity to Change Score
Help Scout Tag to Change Score to Assign Salesforce Lead
Help Scout Create Conversation to Check Salesforce Field to Change Score
Help Scout Create Conversation to Update Salesforce Field to Change Score
Help Scout Tag to Change Score to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Change Score to Assign Salesforce Lead to Group
Help Scout Satisfaction Rating to Assign Salesforce Lead to Change Score
Help Scout Tag to Check Salesforce Field to Change Score
Help Scout Satisfaction Rating to Check Salesforce Campaign Member Status to Change Score
Help Scout Create Conversation to Create Salesforce Opportunity to Change Score
Help Scout Satisfaction Rating to Update Salesforce Field to Change Score
Help Scout Satisfaction Rating to Change Score to Assign Salesforce Lead
Help Scout Tag to Add Salesforce Task to Change Score
Help Scout Create Conversation to Assign Salesforce Lead to Change Score
Help Scout Tag to Assign Salesforce Lead to Change Score
Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Change Score
Help Scout Satisfaction Rating to Change Score to Set Salesforce Campaign Member Status
Help Scout Tag to Change Score to Create Salesforce Opportunity
Help Scout Tag to Set Salesforce Campaign Member Status to Change Score
Showing 20 journey ideas for Salesforce, Help Scout and Lead Scoring
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 Lead Scoring integration
Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Lead Scoring 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.
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.
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.
Change Score
Increases or decrease a number field by a specific amount.
