Segment + Custom Fields + Help Scout integration

Use Autopilot to create journeys that use the Segment, Custom Fields and Help Scout integrations.

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Marketing Automation ideas to integrate Segment, Custom Fields and Help Scout.

Segment Event to Send Segment Event to Update Field

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Help Scout Satisfaction Rating to Send Segment Event to Update Field

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Help Scout Create Conversation to Update Field to Send Segment Event

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Help Scout Tag to Update Field to Send Segment Event

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Help Scout Tag to Check Field to Send Segment Event

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Field Match to Update Field to Send Segment Event

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Help Scout Tag to Send Segment Event to Update Field

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Segment Event to Update Field to Send Segment Event

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Help Scout Create Conversation to Send Segment Event to Update Field

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Help Scout Satisfaction Rating to Check Field to Send Segment Event

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Field Match to Send Segment Event to Update Field

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Help Scout Create Conversation to Check Field to Send Segment Event

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Help Scout Satisfaction Rating to Update Field to Send Segment Event

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Segment Event to Check Field to Send Segment Event

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Field Match to Check Field to Send Segment Event

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Showing 15 journey ideas for Segment, Custom Fields and Help Scout

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

About the Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

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 Segment integration, Custom Fields integration and the Help Scout integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
Field Match
Add a contact to a journey when a particular field's value 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 Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Segment Event
Send a contextual Segment Event.
Update Field
Update a 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 Segment, Custom Fields and Help Scout.