Salesforce + Hubspot CRM + Help Scout integration

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

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Marketing Automation ideas to integrate Salesforce, Hubspot CRM and Help Scout.

Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

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HubSpot CRM Deal Stage Match to Update Salesforce Field to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Update HubSpot Contact Field to Add Salesforce Task

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Help Scout Tag to Update HubSpot Contact Field to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add Salesforce Task to Update HubSpot Contact Field

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Help Scout Tag to Update HubSpot Contact Field to Assign Salesforce Lead

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Help Scout Tag to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Add HubSpot CRM Deal

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Help Scout Create Conversation to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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Help Scout Tag to Add HubSpot CRM Deal to Add Salesforce Task

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Salesforce Field Changed to Set Salesforce Campaign Member Status to Update HubSpot Contact Field

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Salesforce Field Changed to Create Salesforce Opportunity to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Create Salesforce Opportunity to Update HubSpot Contact Field

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Help Scout Tag to Add HubSpot CRM Deal to Assign Salesforce Lead

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Salesforce Field Changed to Assign Salesforce Lead to Group to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Salesforce Campaign Trigger to Assign Salesforce Lead to Update HubSpot Contact Field

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Help Scout Create Conversation to Update Salesforce Field to Add HubSpot CRM Deal

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Showing 20 journey ideas for Salesforce, Hubspot CRM and Help Scout

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Hubspot CRM integration and the Help Scout 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).
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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 HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.

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, Hubspot CRM and Help Scout.