Salesforce + Help Scout + Lists integration

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

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

Help Scout Tag to Remove From List to Set Salesforce Campaign Member Status

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Help Scout Tag to Remove From List to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Check Lead Status to Assign Salesforce Lead

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Help Scout Satisfaction Rating to Is on List or Segment to Set Salesforce Campaign Member Status

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Help Scout Tag to Assign Salesforce Lead to Add to List

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Help Scout Create Conversation to Remove From List to Assign Salesforce Lead to Group

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Help Scout Satisfaction Rating to Add to List to Add Salesforce Task

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Help Scout Satisfaction Rating to Check Lead Status to Create Salesforce Opportunity

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Help Scout Satisfaction Rating to Remove From List to Set Salesforce Campaign Member Status

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Help Scout Tag to Check Salesforce Field to Add to List

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Help Scout Create Conversation to Remove From List to Create Salesforce Opportunity

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Help Scout Satisfaction Rating to Create Salesforce Opportunity to Add to List

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Help Scout Tag to Update Salesforce Field to Remove From List

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Help Scout Create Conversation to Assign Salesforce Lead to Group to Add to List

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Help Scout Satisfaction Rating to Remove From List to Create Salesforce Opportunity

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Help Scout Create Conversation to Create Salesforce Opportunity to Remove From List

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Help Scout Tag to Add to List to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Remove From List

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Help Scout Satisfaction Rating to Add to List to Update Salesforce Field

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Help Scout Tag to Check Salesforce Campaign Member Status to Remove From List

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Showing 20 journey ideas for Salesforce, Help Scout and Lists

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 Lists integration

Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Lists 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.
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.

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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.

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 to List
Add a contact to a list.
Remove From List
Remove a contact from a list.

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 Lists.