Twilio + Help Scout + Custom Fields integration

Use Autopilot to create journeys that use the Twilio, Help Scout and Custom Fields integrations.

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Marketing Automation ideas to integrate Twilio, Help Scout and Custom Fields.

Help Scout Satisfaction Rating to Send Twilio SMS to Update Field

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Help Scout Create Conversation to Check Field to Send Twilio SMS

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Help Scout Create Conversation to Send Twilio SMS to Update Field

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Help Scout Satisfaction Rating to Update Field to Send Twilio SMS

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Help Scout Satisfaction Rating to Check Field to Send Twilio SMS

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Help Scout Tag to Send Twilio SMS to Update Field

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Help Scout Create Conversation to Update Field to Send Twilio SMS

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Help Scout Tag to Update Field to Send Twilio SMS

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Help Scout Tag to Check Field to Send Twilio SMS

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Showing 9 journey ideas for Twilio, Help Scout and Custom Fields

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 Custom Fields integration

Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Help Scout integration and the Custom Fields 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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Send Twilio SMS
Send a contact a personalized SMS. Capture replies and send follow-up messages based on their contents.
Update Field
Update a 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 Twilio, Help Scout and Custom Fields.