Typeform + Help Scout + Close.io integration

Use Autopilot to create journeys that use the Typeform, Help Scout and Close.io integrations.

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Marketing Automation ideas to integrate Typeform, Help Scout and Close.io.

Help Scout Tag to Has Submitted Typeform to Assign Close.io Lead

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Help Scout Tag to Has Submitted Typeform to Assign Close.io Task

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Help Scout Satisfaction Rating to Has Submitted Typeform to Update Close.io Opportunity Stage

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Help Scout Create Conversation to Has Submitted Typeform to Assign Close.io Task

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Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Close.io Task

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Help Scout Create Conversation to Has Submitted Typeform to Create Close.io Opportunity

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Help Scout Satisfaction Rating to Has Submitted Typeform to Create Close.io Opportunity

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Help Scout Create Conversation to Has Submitted Typeform to Assign Close.io Lead

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Help Scout Tag to Has Submitted Typeform to Update Close.io Field

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Help Scout Create Conversation to Has Submitted Typeform to Update Close.io Field

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Help Scout Satisfaction Rating to Has Submitted Typeform to Update Close.io Field

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Help Scout Create Conversation to Has Submitted Typeform to Update Close.io Opportunity Stage

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Help Scout Tag to Has Submitted Typeform to Create Close.io Opportunity

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Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Close.io Lead

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Help Scout Tag to Has Submitted Typeform to Update Close.io Opportunity Stage

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Showing 15 journey ideas for Typeform, Help Scout and Close.io

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 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 Close.io integration

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Typeform integration, Help Scout integration and the Close.io integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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.
Close.io Opportunity Status Change
Triggers when an Opportunity Status changes.
New Close.io Event
Triggers when a new event is created.
Close.io Field Change
Add a contact to a journey when a particular Close.io field's value meets your criteria (e.g. contains a particular word).

Conditions

Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check Close.io Opportunity Status
Check if an opportunity is at a certain status.
Check Close.io Field
Check if a Close.io field is a specific value, or meets some other criteria (e.g. contains a particular word).

Journey Actions

Create Close.io Opportunity
Create a contextual Close.io opportunity.
Update Close.io Opportunity Stage
Updates the stage of an existing Opportunity.
Assign Close.io Lead
Assign a lead in Close.io and set their lead source and lead status.
Update Close.io Field
Update a Close.io field to a specific value.
Assign Close.io Task
Create a contextual Close.io task.

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, Help Scout and Close.io.