Trello + Help Scout + LiveChat integration
Use Autopilot to create journeys that use the Trello, Help Scout and LiveChat integrations.
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Marketing Automation ideas to integrate Trello, Help Scout and LiveChat.
Showing 0 journey ideas for Trello, Help Scout and LiveChat
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.
About the LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Trello integration, Help Scout integration and the LiveChat 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Journey Actions
Add Trello Card
Adds a Trello card to a board.
