Salesforce + Help Scout + Lists integration
Use Autopilot to create journeys that use the Salesforce, Help Scout and Lists integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Help Scout and Lists.
Help Scout Create Conversation to Check Lead Status to Assign Salesforce Lead to Group
Help Scout Create Conversation to Check Lead Status to Add Salesforce Task
Help Scout Tag to Is on List or Segment to Update Salesforce Field
Help Scout Satisfaction Rating to Is on List or Segment to Update Salesforce Field
Help Scout Tag to Check Salesforce Campaign Member Status to Remove From List
Help Scout Tag to Add to List to Assign Salesforce Lead
Help Scout Tag to Remove From List to Add Salesforce Task
Help Scout Create Conversation to Is on List or Segment to Set Salesforce Campaign Member Status
Help Scout Tag to Check Lead Status to Assign Salesforce Lead to Group
Help Scout Tag to Create Salesforce Opportunity to Remove From List
Help Scout Satisfaction Rating to Add to List to Assign Salesforce Lead to Group
Help Scout Create Conversation to Assign Salesforce Lead to Remove From List
Help Scout Tag to Is on List or Segment to Assign Salesforce Lead
Help Scout Create Conversation to Create Salesforce Opportunity to Remove From List
Help Scout Tag to Add to List to Create Salesforce Opportunity
Help Scout Satisfaction Rating to Remove From List to Create Salesforce Opportunity
Help Scout Tag to Check Salesforce Field to Add to List
Help Scout Tag to Is on List or Segment to Add Salesforce Task
Help Scout Tag to Is on List or Segment to Create Salesforce Opportunity
Help Scout Create Conversation to Add Salesforce Task to Remove From List
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.
