Zendesk + Help Scout + Insightly integration

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

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

Help Scout Create Conversation to Submit New Zendesk Ticket to Assign Insightly Owner

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Help Scout Tag to Assign Insightly Owner to Submit New Zendesk Ticket

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

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Help Scout Satisfaction Rating to Create Insightly Project to Submit New Zendesk Ticket

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Help Scout Tag to Submit New Zendesk Ticket to Assign Insightly Task

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Help Scout Satisfaction Rating to Submit New Zendesk Ticket to Assign Insightly Owner

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Help Scout Tag to Zendesk Ticket Status to Update Insightly Contact Field

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

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Help Scout Create Conversation to Zendesk Ticket Status to Create Insightly Project

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Help Scout Create Conversation to Create Insightly Project to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Zendesk Ticket Status to Update Insightly Contact Field

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Help Scout Tag to Zendesk Ticket Status to Create Insightly Project

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

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Help Scout Create Conversation to Assign Insightly Owner to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Zendesk Ticket Status to Create Insightly Project

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Help Scout Tag to Create Insightly Project to Submit New Zendesk Ticket

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

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Help Scout Tag to Zendesk Ticket Status to Assign Insightly Task

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Help Scout Create Conversation to Assign Insightly Task to Submit New Zendesk Ticket

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Help Scout Satisfaction Rating to Zendesk Ticket Status to Assign Insightly Task

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Showing 20 journey ideas for Zendesk, Help Scout and Insightly

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 Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Zendesk integration, Help Scout integration and the Insightly 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.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.

Journey Actions

Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

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 Insightly.