Salesforce + Trello + Help Scout integration
Use Autopilot to create journeys that use the Salesforce, Trello and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Salesforce, Trello and Help Scout.
Salesforce Campaign Trigger to Create Salesforce Opportunity to Add Trello Card
Help Scout Tag to Add Trello Card to Assign Salesforce Lead
Salesforce Campaign Trigger to Assign Salesforce Lead to Add Trello Card
Salesforce Campaign Trigger to Add Trello Card to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Add Trello Card
Salesforce Field Changed to Add Trello Card to Update Salesforce Field
Help Scout Satisfaction Rating to Update Salesforce Field to Add Trello Card
Help Scout Tag to Add Trello Card to Assign Salesforce Lead to Group
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Add Trello Card
Salesforce Field Changed to Update Salesforce Field to Add Trello Card
Salesforce Field Changed to Assign Salesforce Lead to Add Trello Card
Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Add Trello Card
Help Scout Create Conversation to Assign Salesforce Lead to Group to Add Trello Card
Salesforce Field Changed to Set Salesforce Campaign Member Status to Add Trello Card
Salesforce Field Changed to Add Trello Card to Assign Salesforce Lead to Group
Help Scout Tag to Assign Salesforce Lead to Group to Add Trello Card
Help Scout Satisfaction Rating to Create Salesforce Opportunity to Add Trello Card
Salesforce Field Changed to Check Salesforce Field to Add Trello Card
Help Scout Create Conversation to Add Trello Card to Update Salesforce Field
Salesforce Campaign Trigger to Add Trello Card to Add Salesforce Task
Showing 20 journey ideas for Salesforce, Trello 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 Trello integration
Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.
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, Trello 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).
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.
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 Trello Card
Adds a Trello card to a board.
