Twilio + Help Scout + Base CRM integration

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

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

Help Scout Tag to Update Base Contact Field to Send Twilio SMS

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Help Scout Create Conversation to Assign Base Contact Owner to Send Twilio SMS

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Help Scout Satisfaction Rating to Update Base Contact Field to Send Twilio SMS

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Help Scout Satisfaction Rating to Assign Base Contact Owner to Send Twilio SMS

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Help Scout Create Conversation to Update Base Contact Field to Send Twilio SMS

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Help Scout Tag to Assign Base Contact Owner to Send Twilio SMS

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Help Scout Tag to Send Twilio SMS to Assign Base Contact Owner

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Help Scout Tag to Send Twilio SMS to Update Base Contact Field

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Help Scout Satisfaction Rating to Send Twilio SMS to Update Base Contact Field

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Help Scout Satisfaction Rating to Send Twilio SMS to Assign Base Contact Owner

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Help Scout Create Conversation to Send Twilio SMS to Update Base Contact Field

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Help Scout Create Conversation to Send Twilio SMS to Assign Base Contact Owner

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Showing 12 journey ideas for Twilio, Help Scout and Base CRM

About the Twilio integration

Create a multi-channel customer journey with personalized SMS messages. Use Autopilot's powerful conversational SMS features to capture replies, automate responses based on those replies (e.g. "yes" or "no") and trigger journeys based on incoming SMS messages (e.g. "subscribe"). There is simply no better way to automate SMS.

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 Twilio integration, Help Scout integration and the Base CRM integration.

Journey Triggers

Twilio SMS Received
Add a contact to a journey when they SMS a keyword (e.g. "subscribe") to a number or messaging service.
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.
Check Base Contact Field
Check for a specific value in a contact field.
Add a Base Deal
Add a new deal against the contact in the journey.
Check Base Deal Stage
Check the deal stage with a true or false outcome.
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.

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
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 Twilio, Help Scout and Base CRM.