Hubspot CRM + Help Scout Integration

Use Autopilot to automate and integrate Hubspot CRM and Help Scout.

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Marketing Automation ideas to integrate Hubspot CRM and Help Scout

Help Scout Tag to Update HubSpot Contact Field to Send Delighted NPS Survey

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Help Scout Create Conversation to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Update Pipedrive Deal

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Help Scout Tag to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Check Pipedrive Deal Field to Update HubSpot Contact Field

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Help Scout Tag to Update HubSpot Contact Field

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Help Scout Create Conversation to Add HubSpot CRM Deal

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Help Scout Satisfaction Rating to Has Submitted Facebook Lead Ad to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Add to List to Update HubSpot Contact Field

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Help Scout Satisfaction Rating to Update Pipedrive Deal to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Remove From List to Update HubSpot Contact Field

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Help Scout Satisfaction Rating to Add to List to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Has Submitted Facebook Lead Ad to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Update HubSpot Contact Field

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Help Scout Satisfaction Rating to Add HubSpot CRM Deal to Update Pipedrive Deal

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Help Scout Satisfaction Rating to Check Email Status to Add HubSpot CRM Deal

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Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage

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Help Scout Create Conversation to Update HubSpot Contact Field

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Help Scout Satisfaction Rating to Update HubSpot Contact Field to Send Delighted NPS Survey

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HubSpot CRM Deal Stage Match to Update Pipedrive Deal

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Showing 20 of 606 Marketing Automation ideas using Autopilot's Hubspot CRM and Help Scout integration.

About Hubspot CRM

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

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 Hubspot CRM integration.

Triggers

New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Actions

Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Hubspot CRM and Help Scout.