Custom Fields + Help Scout Integration
Use Autopilot to automate and integrate Custom Fields and Help Scout.
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Marketing Automation ideas to integrate Custom Fields and Help Scout
Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage
Help Scout Tag to Update Field
Help Scout Satisfaction Rating to Update Field to Update HubSpot CRM Deal Stage
Help Scout Tag to Update Field to Remove from Google Ads Audience
Help Scout Satisfaction Rating to Unsubscribe from Mailchimp Audience
Help Scout Satisfaction Rating to Update Field
Help Scout Tag to Update Field to Change Score
Help Scout Create Conversation to Update Field to Unsubscribe from Mailchimp Audience
Help Scout Create Conversation to Update Field
Field Match to Unsubscribe from Mailchimp Audience
Help Scout Satisfaction Rating to Remove From Facebook Custom Audience
Help Scout Create Conversation to Check Field to Send Twilio SMS
Help Scout Tag to Assign Salesforce Lead
Help Scout Tag to Check Field to Assign Salesforce Lead
Help Scout Satisfaction Rating to Update Field to Add Trello Card
Help Scout Satisfaction Rating to Remove from Google Ads Audience to Update Field
Help Scout Tag to Send Twilio SMS
Help Scout Satisfaction Rating to Show Headsup Message
Help Scout Tag to Update Field
Field Match to Remove From Facebook Custom Audience
Showing 20 of 366 Marketing Automation ideas using Autopilot's Custom Fields and Help Scout integration.
About Custom Fields
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About Help Scout
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 Custom Fields integration.
Triggers
Field Match
Add a contact to a journey when a particular field's value 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
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Actions
Update Field
Update a field to a specific value.
