Salesforce + Help Scout + Mailchimp integration

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

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

Help Scout Tag to Subscribe to Mailchimp audience to Set Salesforce Campaign Member Status

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Help Scout Create Conversation to Assign Salesforce Lead to Unsubscribe from Mailchimp Audience

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Help Scout Tag to Check Salesforce Field to Unsubscribe from Mailchimp Audience

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Help Scout Satisfaction Rating to Subscribe to Mailchimp audience to Update Salesforce Field

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Help Scout Create Conversation to Assign Salesforce Lead to Group to Unsubscribe from Mailchimp Audience

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Help Scout Tag to Unsubscribe from Mailchimp Audience to Add Salesforce Task

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Help Scout Create Conversation to Check Salesforce Campaign Member Status to Unsubscribe from Mailchimp Audience

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Help Scout Create Conversation to Add Salesforce Task to Unsubscribe from Mailchimp Audience

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Help Scout Tag to Unsubscribe from Mailchimp Audience to Assign Salesforce Lead

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Help Scout Tag to Add Salesforce Task to Subscribe to Mailchimp audience

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Help Scout Create Conversation to Subscribe to Mailchimp audience to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Create Salesforce Opportunity to Subscribe to Mailchimp audience

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Help Scout Satisfaction Rating to Unsubscribe from Mailchimp Audience to Assign Salesforce Lead

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Help Scout Tag to Subscribe to Mailchimp audience to Assign Salesforce Lead

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Help Scout Create Conversation to Create Salesforce Opportunity to Unsubscribe from Mailchimp Audience

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Help Scout Create Conversation to Update Salesforce Field to Subscribe to Mailchimp audience

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Unsubscribe from Mailchimp Audience

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Help Scout Satisfaction Rating to Check Salesforce Field to Unsubscribe from Mailchimp Audience

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Help Scout Create Conversation to Subscribe to Mailchimp audience to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Subscribe to Mailchimp audience to Set Salesforce Campaign Member Status

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Showing 20 journey ideas for Salesforce, Help Scout and Mailchimp

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 Mailchimp integration

Autopilot's native Mailchimp integration makes it easy to keep your Mailchimp audiences and Autopilot lists in sync, nurture new Mailchimp subscribers in Autopilot, notify your team on Slack when you receive new Mailchimp subscribers, and add new subscribers as leads in your CRM, such as Salesforce or Pipedrive.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Mailchimp 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.
Unsubscribed from Mailchimp Audience
Adds a contact to a journey when they are unsubscribed from a Mailchimp audience.
Subscribed to Mailchimp audience
Adds a contact to a journey when they are subscribed to a Mailchimp audience.

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.
Subscribe to Mailchimp audience
Subscribes a contact to a Mailchimp audience.
Unsubscribe from Mailchimp Audience
Unsubscribes a contact from a Mailchimp audience.

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 Mailchimp.