Zendesk + Help Scout + Custom Fields integration

Use Autopilot to create journeys that use the Zendesk, Help Scout and Custom Fields integrations.

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Marketing Automation ideas to integrate Zendesk, Help Scout and Custom Fields.

Help Scout Create Conversation to Zendesk Ticket Status to Update Field

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Help Scout Create Conversation to Check Field to Submit New Zendesk Ticket

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Help Scout Tag to Zendesk Ticket Status to Update Field

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Help Scout Tag to Submit New Zendesk Ticket to Update Field

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Update Field

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Help Scout Create Conversation to Submit New Zendesk Ticket to Update Field

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Help Scout Satisfaction Rating to Update Field to Submit New Zendesk Ticket

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Help Scout Create Conversation to Update Field to Submit New Zendesk Ticket

Try this free

Help Scout Satisfaction Rating to Zendesk Ticket Status to Update Field

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Help Scout Satisfaction Rating to Check Field to Submit New Zendesk Ticket

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Help Scout Tag to Update Field to Submit New Zendesk Ticket

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Help Scout Tag to Check Field to Submit New Zendesk Ticket

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Showing 12 journey ideas for Zendesk, Help Scout and Custom Fields

About the Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Zendesk integration, Help Scout integration and the Custom Fields integration.

Journey Triggers

Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Update Field
Update a field to a specific value.

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 Zendesk, Help Scout and Custom Fields.