Sendgrid + Zendesk + Help Scout integration

Use Autopilot to create journeys that use the Sendgrid, Zendesk and Help Scout integrations.

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Marketing Automation ideas to integrate Sendgrid, Zendesk and Help Scout.

Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Submit New Zendesk Ticket

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Submits New Zendesk Ticket to Zendesk Ticket Status to Send Sendgrid Transactional Email

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Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Sendgrid Transactional Email

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Send Sendgrid Transactional Email

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Help Scout Create Conversation to Zendesk Ticket Status to Send Sendgrid Transactional Email

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Help Scout Tag to Send Sendgrid Transactional Email to Submit New Zendesk Ticket

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Help Scout Create Conversation to Submit New Zendesk Ticket to Send Sendgrid Transactional Email

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Help Scout Tag to Zendesk Ticket Status to Send Sendgrid Transactional Email

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Help Scout Satisfaction Rating to Send Sendgrid Transactional Email to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Zendesk Ticket Status to Send Sendgrid Transactional Email

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Help Scout Create Conversation to Send Sendgrid Transactional Email to Submit New Zendesk Ticket

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Help Scout Tag to Submit New Zendesk Ticket to Send Sendgrid Transactional Email

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Showing 12 journey ideas for Sendgrid, Zendesk and Help Scout

About the Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

About the Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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 Sendgrid integration, Zendesk integration and the Help Scout integration.

Journey Triggers

Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

Journey Actions

Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Sendgrid, Zendesk and Help Scout.