Salesforce + Help Scout + Wufoo integration
Use Autopilot to create journeys that use the Salesforce, Help Scout and Wufoo integrations.
Marketing Automation ideas to integrate Salesforce, Help Scout and Wufoo.
Showing 18 journey ideas for Salesforce, Help Scout and Wufoo
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 Wufoo integration
Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Help Scout integration and the Wufoo 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 Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.
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.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.
Journey Actions