Slack + Hubspot CRM + Help Scout integration
Use Autopilot to create journeys that use the Slack, Hubspot CRM and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Slack, Hubspot CRM and Help Scout.
HubSpot CRM Contact Field Match to Send Slack Message to Update HubSpot Contact Field
Help Scout Satisfaction Rating to Send Slack Message to Update HubSpot CRM Deal Stage
Help Scout Create Conversation to Update HubSpot Contact Field to Send Slack Message
HubSpot CRM Contact Field Match to Send Slack Message to Update HubSpot CRM Deal Stage
Help Scout Satisfaction Rating to Send Slack Message to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Send Slack Message
New HubSpot CRM Contact to Add HubSpot CRM Deal to Send Slack Message
Help Scout Create Conversation to Update HubSpot CRM Deal Stage to Send Slack Message
HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Send Slack Message
Help Scout Satisfaction Rating to Add HubSpot CRM Deal to Send Slack Message
HubSpot CRM Deal Stage Match to Send Slack Message to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Send Slack Message to Add HubSpot CRM Deal
New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Send Slack Message
Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Send Slack Message
Help Scout Tag to Send Slack Message to Add HubSpot CRM Deal
New HubSpot CRM Contact to Send Slack Message to Update HubSpot CRM Deal Stage
Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Send Slack Message
HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Send Slack Message
Help Scout Create Conversation to Send Slack Message to Update HubSpot Contact Field
Help Scout Satisfaction Rating to Update HubSpot Contact Field to Send Slack Message
Showing 20 journey ideas for Slack, Hubspot CRM 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 Hubspot CRM integration
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
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, Hubspot CRM integration and the Help Scout integration.
Journey Triggers
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Journey Actions
Send Slack Message
Send a contextual Slack message to a Slack channel.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
