Zendesk + Help Scout + Hubspot CRM integration

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

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Marketing Automation ideas to integrate Zendesk, Help Scout and Hubspot CRM.

Help Scout Satisfaction Rating to Add HubSpot CRM Deal to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Update HubSpot CRM Deal Stage to Submit New Zendesk Ticket

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Help Scout Create Conversation to Zendesk Ticket Status to Update HubSpot CRM Deal Stage

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Help Scout Tag to Submit New Zendesk Ticket to Update HubSpot CRM Deal Stage

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Help Scout Satisfaction Rating to Update HubSpot Contact Field to Submit New Zendesk Ticket

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Help Scout Tag to Submit New Zendesk Ticket to Update HubSpot Contact Field

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Help Scout Create Conversation to Zendesk Ticket Status to Add HubSpot CRM Deal

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Help Scout Create Conversation to Update HubSpot Contact Field to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Check HubSpot CRM Deal Stage to Submit New Zendesk Ticket

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Help Scout Tag to Submit New Zendesk Ticket to Add HubSpot CRM Deal

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Update HubSpot Contact Field

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Help Scout Create Conversation to Submit New Zendesk Ticket to Update HubSpot CRM Deal Stage

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Help Scout Tag to Add HubSpot CRM Deal to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Zendesk Ticket Status to Add HubSpot CRM Deal

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Help Scout Create Conversation to Add HubSpot CRM Deal to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Add HubSpot CRM Deal

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Help Scout Create Conversation to Submit New Zendesk Ticket to Update HubSpot Contact Field

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Update HubSpot CRM Deal Stage

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Help Scout Tag to Zendesk Ticket Status to Add HubSpot CRM Deal

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Help Scout Create Conversation to Zendesk Ticket Status to Update HubSpot Contact Field

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Showing 20 journey ideas for Zendesk, Help Scout and Hubspot CRM

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 Hubspot CRM integration

Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Zendesk integration, Help Scout integration and the Hubspot CRM 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.
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact 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 Zendesk, Help Scout and Hubspot CRM.