Salesforce + Help Scout Integration

Use Autopilot to automate and integrate Salesforce and Help Scout.

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Marketing Automation ideas to integrate Salesforce and Help Scout

Help Scout Create Conversation to Check Pipedrive Person Field to Assign Salesforce Lead

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Help Scout Tag to Set Salesforce Campaign Member Status to Remove From List

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Help Scout Tag to Check Salesforce Field to Add a Pipedrive Deal

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Help Scout Tag to Remove From List

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Help Scout Tag to Check Pipedrive Person Field to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Check Salesforce Field to Add a Pipedrive Deal

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Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Salesforce Lead to Group

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Help Scout Tag to Check Pipedrive Person Field to Create Salesforce Opportunity

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Typeform Submitted to Set Salesforce Campaign Member Status

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Help Scout Create Conversation to Assign Salesforce Lead

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Help Scout Tag to Remove From List to Assign Salesforce Lead

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Help Scout Tag to Assign Salesforce Lead to Group to Remove From List

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Help Scout Create Conversation to Remove From List

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Help Scout Satisfaction Rating to Create Salesforce Opportunity

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Facebook Lead Ad Submitted to Assign Salesforce Lead

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Help Scout Satisfaction Rating to Check Pipedrive Person Field to Create Salesforce Opportunity

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Help Scout Satisfaction Rating to Assign Salesforce Lead

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Help Scout Tag to Assign Salesforce Lead

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Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status

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Help Scout Tag to Set Salesforce Campaign Member Status to Add a Pipedrive Deal

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Showing 20 of 1696 Marketing Automation ideas using Autopilot's Salesforce and Help Scout integration.

About Salesforce

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 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 Salesforce integration.

Triggers

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'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 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.

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.

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 Salesforce and Help Scout.