Zendesk + Help Scout + Forms integration

Use Autopilot to create journeys that use the Zendesk, Help Scout and Forms integrations.

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Marketing Automation ideas to integrate Zendesk, Help Scout and Forms.

Help Scout Satisfaction Rating to Has Submitted Form to Submit New Zendesk Ticket

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Help Scout Tag to Has Submitted Form to Submit New Zendesk Ticket

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Help Scout Create Conversation to Has Submitted Form to Submit New Zendesk Ticket

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Showing 3 journey ideas for Zendesk, Help Scout and Forms

About the Zendesk integration

Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.

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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Zendesk integration, Help Scout integration and the Forms integration.

Journey Triggers

Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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.
Form Submitted
Add a contact to a journey when they submit a form.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Has Submitted Form
Check if a contact has previously submitted a specific form.

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.

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 Zendesk, Help Scout and Forms.