Twilio + Salesforce + Help Scout integration

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

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

Help Scout Create Conversation to Set Salesforce Campaign Member Status to Send Twilio SMS

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Twilio SMS Received to Send Twilio SMS to Add Salesforce Task

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Help Scout Create Conversation to Check Salesforce Field to Send Twilio SMS

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Help Scout Tag to Send Twilio SMS to Set Salesforce Campaign Member Status

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Help Scout Tag to Check Salesforce Field to Send Twilio SMS

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Twilio SMS Received to Assign Salesforce Lead to Send Twilio SMS

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Help Scout Create Conversation to Add Salesforce Task to Send Twilio SMS

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Help Scout Create Conversation to Assign Salesforce Lead to Group to Send Twilio SMS

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Twilio SMS Received to Create Salesforce Opportunity to Send Twilio SMS

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Group to Send Twilio SMS

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Help Scout Tag to Create Salesforce Opportunity to Send Twilio SMS

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Help Scout Satisfaction Rating to Send Twilio SMS to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Twilio SMS to Add Salesforce Task

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Twilio SMS Received to Send Twilio SMS to Set Salesforce Campaign Member Status

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Help Scout Create Conversation to Check Salesforce Campaign Member Status to Send Twilio SMS

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Help Scout Satisfaction Rating to Create Salesforce Opportunity to Send Twilio SMS

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Help Scout Satisfaction Rating to Set Salesforce Campaign Member Status to Send Twilio SMS

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Help Scout Satisfaction Rating to Assign Salesforce Lead to Send Twilio SMS

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Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Send Twilio SMS

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Help Scout Satisfaction Rating to Add Salesforce Task to Send Twilio SMS

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Showing 20 journey ideas for Twilio, Salesforce and Help Scout

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 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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Twilio integration, Salesforce integration and the Help Scout 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.
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).
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.

Journey Actions

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