Segment + Help Scout + Salesforce integration

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

Upcoming

Marketing Automation ideas to integrate Segment, Help Scout and Salesforce.

Help Scout Create Conversation to Set Salesforce Campaign Member Status to Send Segment Event

Try this free

Help Scout Satisfaction Rating to Send Segment Event to Add Salesforce Task

Try this free

Help Scout Create Conversation to Send Segment Event to Assign Salesforce Lead

Try this free

Help Scout Satisfaction Rating to Update Salesforce Field to Send Segment Event

Try this free

Help Scout Create Conversation to Assign Salesforce Lead to Send Segment Event

Try this free

Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Send Segment Event

Try this free

Help Scout Create Conversation to Send Segment Event to Set Salesforce Campaign Member Status

Try this free

Help Scout Satisfaction Rating to Send Segment Event to Create Salesforce Opportunity

Try this free

Help Scout Create Conversation to Send Segment Event to Add Salesforce Task

Try this free

Help Scout Tag to Send Segment Event to Set Salesforce Campaign Member Status

Try this free

Help Scout Tag to Send Segment Event to Assign Salesforce Lead to Group

Try this free

Help Scout Satisfaction Rating to Send Segment Event to Assign Salesforce Lead

Try this free

Help Scout Tag to Update Salesforce Field to Send Segment Event

Try this free

Help Scout Tag to Send Segment Event to Add Salesforce Task

Try this free

Help Scout Tag to Assign Salesforce Lead to Group to Send Segment Event

Try this free

Help Scout Create Conversation to Add Salesforce Task to Send Segment Event

Try this free

Help Scout Create Conversation to Update Salesforce Field to Send Segment Event

Try this free

Help Scout Satisfaction Rating to Check Salesforce Campaign Member Status to Send Segment Event

Try this free

Help Scout Create Conversation to Send Segment Event to Update Salesforce Field

Try this free

Help Scout Tag to Send Segment Event to Update Salesforce Field

Try this free

Showing 20 journey ideas for Segment, Help Scout and Salesforce

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 Salesforce integration

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Help Scout integration and the Salesforce 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.
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 meets your criteria (e.g. contains a particular word).

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.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
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 Segment, Help Scout and Salesforce.