Typeform + Salesforce + Help Scout integration
Use Autopilot to create journeys that use the Typeform, Salesforce and Help Scout integrations.
Upcoming
Marketing Automation ideas to integrate Typeform, Salesforce and Help Scout.
Help Scout Create Conversation to Has Submitted Typeform to Add Salesforce Task
Help Scout Tag to Has Submitted Typeform to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Update Salesforce Field
Salesforce Field Changed to Has Submitted Typeform to Set Salesforce Campaign Member Status
Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Salesforce Lead
Help Scout Satisfaction Rating to Has Submitted Typeform to Add Salesforce Task
Help Scout Create Conversation to Has Submitted Typeform to Create Salesforce Opportunity
Typeform Submitted to Has Submitted Typeform to Add Salesforce Task
Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Salesforce Lead to Group
Salesforce Field Changed to Has Submitted Typeform to Create Salesforce Opportunity
Help Scout Create Conversation to Has Submitted Typeform to Set Salesforce Campaign Member Status
Salesforce Field Changed to Has Submitted Typeform to Assign Salesforce Lead
Help Scout Satisfaction Rating to Has Submitted Typeform to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Typeform to Assign Salesforce Lead
Salesforce Campaign Trigger to Has Submitted Typeform to Create Salesforce Opportunity
Salesforce Campaign Trigger to Has Submitted Typeform to Add Salesforce Task
Typeform Submitted to Has Submitted Typeform to Update Salesforce Field
Help Scout Tag to Has Submitted Typeform to Add Salesforce Task
Showing 20 journey ideas for Typeform, Salesforce and Help Scout
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
About the Salesforce integration
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
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 Typeform integration, Salesforce integration and the Help Scout integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
Journey Actions
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
