Salesforce + Page Visit Tracking + Help Scout integration

Use Autopilot to create journeys that use the Salesforce, Page Visit Tracking and Help Scout integrations.

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Marketing Automation ideas to integrate Salesforce, Page Visit Tracking and Help Scout.

Salesforce Campaign Trigger to Has Visited Page to Add Salesforce Task

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Page Visited to Has Visited Page to Assign Salesforce Lead to Group

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Help Scout Tag to Has Visited Page to Add Salesforce Task

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Help Scout Satisfaction Rating to Has Visited Page to Add Salesforce Task

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Salesforce Campaign Trigger to Has Visited Page to Assign Salesforce Lead to Group

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Salesforce Field Changed to Has Visited Page to Assign Salesforce Lead to Group

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Page Visited to Has Visited Page to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Has Visited Page to Create Salesforce Opportunity

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Help Scout Create Conversation to Has Visited Page to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Has Visited Page to Update Salesforce Field

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Salesforce Field Changed to Has Visited Page to Set Salesforce Campaign Member Status

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Help Scout Tag to Has Visited Page to Assign Salesforce Lead

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Salesforce Campaign Trigger to Has Visited Page to Update Salesforce Field

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Help Scout Tag to Has Visited Page to Create Salesforce Opportunity

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Help Scout Satisfaction Rating to Has Visited Page to Update Salesforce Field

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Salesforce Campaign Trigger to Has Visited Page to Create Salesforce Opportunity

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Salesforce Field Changed to Has Visited Page to Update Salesforce Field

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Help Scout Create Conversation to Has Visited Page to Create Salesforce Opportunity

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Page Visited to Has Visited Page to Assign Salesforce Lead

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Help Scout Create Conversation to Has Visited Page to Add Salesforce Task

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Showing 20 journey ideas for Salesforce, Page Visit Tracking 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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

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, Page Visit Tracking 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).
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other 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.

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 Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).

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.

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, Page Visit Tracking and Help Scout.