Slack + Trello + Help Scout integration

Use Autopilot to create journeys that use the Slack, Trello and Help Scout integrations.

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Marketing Automation ideas to integrate Slack, Trello and Help Scout.

Help Scout Satisfaction Rating to Send Slack Message to Add Trello Card

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Help Scout Tag to Add Trello Card to Send Slack Message

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Help Scout Create Conversation to Send Slack Message to Add Trello Card

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Help Scout Tag to Send Slack Message to Add Trello Card

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Help Scout Create Conversation to Add Trello Card to Send Slack Message

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Help Scout Satisfaction Rating to Add Trello Card to Send Slack Message

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Showing 6 journey ideas for Slack, Trello 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 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 Slack integration, Trello integration and the Help Scout integration.

Journey Triggers

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.

Journey Actions

Send Slack Message
Send a contextual Slack message to a Slack channel.
Add Trello Card
Adds a Trello card to a board.

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 Slack, Trello and Help Scout.