Typeform + Help Scout + Salesforce integration

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

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

Help Scout Satisfaction Rating to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Help Scout Create Conversation to Has Submitted Typeform to Create Salesforce Opportunity

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Help Scout Tag to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Salesforce Lead

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Help Scout Create Conversation to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Help Scout Satisfaction Rating to Has Submitted Typeform to Update Salesforce Field

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Help Scout Tag to Has Submitted Typeform to Assign Salesforce Lead

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Help Scout Tag to Has Submitted Typeform to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Has Submitted Typeform to Assign Salesforce Lead to Group

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Help Scout Create Conversation to Has Submitted Typeform to Update Salesforce Field

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Help Scout Tag to Has Submitted Typeform to Update Salesforce Field

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Help Scout Tag to Has Submitted Typeform to Add Salesforce Task

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Help Scout Satisfaction Rating to Has Submitted Typeform to Assign Salesforce Lead to Group

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Help Scout Satisfaction Rating to Has Submitted Typeform to Add Salesforce Task

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Help Scout Satisfaction Rating to Has Submitted Typeform to Create Salesforce Opportunity

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Help Scout Create Conversation to Has Submitted Typeform to Assign Salesforce Lead

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Help Scout Create Conversation to Has Submitted Typeform to Add Salesforce Task

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Help Scout Tag to Has Submitted Typeform to Create Salesforce Opportunity

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Showing 18 journey ideas for Typeform, Help Scout and Salesforce

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 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.

Create your own marketing automation journey

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

Conditions

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

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 Typeform, Help Scout and Salesforce.