Slack + Custom Fields + Help Scout integration
Use Autopilot to create journeys that use the Slack, Custom Fields and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Slack, Custom Fields and Help Scout.
Field Match to Send Slack Message to Update Field
Help Scout Satisfaction Rating to Update Field to Send Slack Message
Help Scout Tag to Send Slack Message to Update Field
Help Scout Tag to Check Field to Send Slack Message
Help Scout Create Conversation to Check Field to Send Slack Message
Help Scout Tag to Update Field to Send Slack Message
Field Match to Check Field to Send Slack Message
Help Scout Satisfaction Rating to Send Slack Message to Update Field
Help Scout Satisfaction Rating to Check Field to Send Slack Message
Help Scout Create Conversation to Update Field to Send Slack Message
Help Scout Create Conversation to Send Slack Message to Update Field
Field Match to Update Field to Send Slack Message
Showing 12 journey ideas for Slack, Custom Fields and Help Scout
About the Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
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 Slack integration, Custom Fields integration and the Help Scout integration.
Journey Triggers
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 Slack Message
Send a contextual Slack message to a Slack channel.
Update Field
Update a field to a specific value.
