Typeform + Base CRM + Help Scout integration

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

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

Add a Base Deal to Has Submitted Typeform to Assign Base Contact Owner

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Assign Base Task to Has Submitted Typeform to Assign Base Contact Owner

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Base Deal Stage Change to Has Submitted Typeform to Update Base Contact Field

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Help Scout Tag to Has Submitted Typeform to Assign Base Contact Owner

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Help Scout Satisfaction Rating to Has Submitted Typeform to Update Base Contact Field

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Base Contact Field Change to Has Submitted Typeform to Assign Base Contact Owner

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Base Deal Stage Change to Has Submitted Typeform to Assign Base Contact Owner

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Add a Base Deal to Has Submitted Typeform to Update Base Contact Field

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Typeform Submitted to Has Submitted Typeform to Update Base Contact Field

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Base Contact Field Change to Has Submitted Typeform to Update Base Contact Field

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Help Scout Create Conversation to Has Submitted Typeform to Assign Base Contact Owner

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Assign Base Task to Has Submitted Typeform to Update Base Contact Field

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Typeform Submitted to Has Submitted Typeform to Assign Base Contact Owner

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Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Base Contact Owner

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Help Scout Create Conversation to Has Submitted Typeform to Update Base Contact Field

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Help Scout Tag to Has Submitted Typeform to Update Base Contact Field

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Showing 16 journey ideas for Typeform, Base CRM and Help Scout

About the Typeform integration

Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.

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.

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

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
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

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
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

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 Typeform, Base CRM and Help Scout.