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Set up your first integration

Quickly connect ClickUp to Help Scout with a Zapier template.

Our most popular template

Create ClickUp tasks from Help Scout conversations
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Help Scout + ClickUp
Convert assigned Help Scout conversations into new tasks in ClickUp
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Help Scout + ClickUp
Update tasks in ClickUp when tags are updated in Help Scout
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Help Scout + ClickUp
Start conversations in Help Scout for new tasks in ClickUp
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ClickUp + Help Scout

Create ClickUp tasks from Help Scout conversations

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Help Scout + ClickUp

Convert assigned Help Scout conversations into new tasks in ClickUp

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Help Scout + ClickUp

Update tasks in ClickUp when tags are updated in Help Scout

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Help Scout + ClickUp

Start conversations in Help Scout for new tasks in ClickUp

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ClickUp + Help Scout

How Zapier works

Zapier makes it easy to integrate ClickUp with Help Scout - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Add Note" in Help Scout.

You’re connected!

Zapier seamlessly connects ClickUp and Help Scout, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Practical ways you can use ClickUp and Help Scout

Track new tasks from Help Scout.

For business owners juggling multiple tools, Zapier brings clarity by cross-integrating Help Scout and ClickUp efficiently. For example, when a new conversation is created in Help Scout, Zapier can trigger the creation of a new task on ClickUp, ensuring no customer issues fall through the cracks. By combining support systems with project management in this way, owners save time while improving operational accuracy and customer satisfaction.

Business Owner

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Sync Help Scout conversations to project tasks.

Customer Support Ops can streamline their task tracking process with Zapier. When conversations in Help Scout are tagged or assigned, Zapier can fire a trigger to create a linked task in ClickUp. This means critical issues are resolved without manual tracking, reducing ticket backlog by 15% or more while enabling quicker resolution.

Customer Support Ops

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Create documentation tasks from Help Scout.

Engineering teams can ensure customer feedback leads to actionable improvements using Zapier. When a Help Scout conversation is tagged as 'bug,' Zapier can create a task in ClickUp for the engineering team to address. This reduces delays in addressing issues, helping engineering resolve bugs 20% faster.

Engineering

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Checklist Name
  Required
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Checklist Name
  Required
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Subject
  Required
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Status
- Assigned User
- Tag
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Write
- Conversation ID
  Required
- Customer ID
- Text
  Required
- Assigned User
  Required
- Create as Draft
  Required
Action
Write
- Subject
  Required
- Mailbox
  Required
- Assigned User
  Required
- Tag
- Status
- Email
  Required
- Custom Query
Action
Search
- Checklist Name
  Required
Action
Search
- User's Email
  Required
- Date Range Start
  Required
- Date Range End
  Required
Action
Search
- User's Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Checklist Name
  Required
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Content
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
  Required
Trigger
Polling
Try It
- Conversation ID
  Required
- Text
  Required
- Assigned User
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- Conversation ID
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
Action
Search
- User's Email
  Required
Action
Search
- Subject
  Required
- Mailbox
  Required
- Assigned User
  Required
- Tag
- Status
- Email
  Required
- Custom Query
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Assigned User
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Search or write

Learn how to automate ClickUp on the Zapier blog

Learn how to automate Help Scout on the Zapier blog

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

HelpHelp

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Project Management

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About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

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Connect ClickUp to Help Scout on the world's largest no-code automation platform

Explore ClickUp + Help Scout Integrations

wufoo

asana

Connect ClickUp and Help Scout to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create ClickUp tasks from Help Scout conversations

Convert assigned Help Scout conversations into new tasks in ClickUp

Update tasks in ClickUp when tags are updated in Help Scout

Start conversations in Help Scout for new tasks in ClickUp

Create ClickUp tasks from Help Scout conversations

Convert assigned Help Scout conversations into new tasks in ClickUp

Update tasks in ClickUp when tags are updated in Help Scout

Start conversations in Help Scout for new tasks in ClickUp

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Practical ways you can use ClickUp and Help Scout

Track new tasks from Help Scout.

Sync Help Scout conversations to project tasks.

Create documentation tasks from Help Scout.

Supported triggers and actions

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Learn how to automate Help Scout on the Zapier blog

4 ways to automate Help Scout with Zapier

Connect ClickUp to Help Scout on the world's largest no-code automation platform

Explore ClickUp + Help Scout Integrations

Explore ClickUp + Help Scout Integrations