Segment + Help Scout + Base CRM integration

Use Autopilot to create journeys that use the Segment, Help Scout and Base CRM integrations.

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Marketing Automation ideas to integrate Segment, Help Scout and Base CRM.

Help Scout Create Conversation to Send Segment Event to Assign Base Contact Owner

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Help Scout Create Conversation to Check Base Deal Stage to Send Segment Event

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Help Scout Create Conversation to Check Base Contact Field to Send Segment Event

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Help Scout Satisfaction Rating to Check Base Deal Stage to Send Segment Event

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Help Scout Tag to Send Segment Event to Update Base Contact Field

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Help Scout Satisfaction Rating to Assign Base Contact Owner to Send Segment Event

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Help Scout Create Conversation to Send Segment Event to Update Base Contact Field

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Help Scout Tag to Check Base Contact Field to Send Segment Event

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Help Scout Tag to Send Segment Event to Assign Base Contact Owner

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Help Scout Satisfaction Rating to Send Segment Event to Update Base Contact Field

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Help Scout Tag to Update Base Contact Field to Send Segment Event

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Help Scout Create Conversation to Update Base Contact Field to Send Segment Event

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Help Scout Create Conversation to Assign Base Contact Owner to Send Segment Event

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Help Scout Satisfaction Rating to Send Segment Event to Assign Base Contact Owner

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Help Scout Tag to Check Base Deal Stage to Send Segment Event

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Help Scout Tag to Assign Base Contact Owner to Send Segment Event

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Help Scout Satisfaction Rating to Check Base Contact Field to Send Segment Event

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Help Scout Satisfaction Rating to Update Base Contact Field to Send Segment Event

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Showing 18 journey ideas for Segment, Help Scout and Base CRM

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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 Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Help Scout integration and the Base CRM integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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 Segment, Help Scout and Base CRM.