4 ways to automate Help Scout with Zapier

Customer support is one of the most dynamic functions in any company—so the apps you use can make or break your work. That's why so many teams choose Help Scout, a customer-centric platform that lets you manage tickets, respond to customers, and much more.

But even the best platform needs to work in harmony with your other tools. Otherwise, you'll spend a lot of time moving information between apps manually—which means less time to spend solving customers' problems. 

Luckily, there's a solution: automation. With Zapier, you can connect Help Scout with the other apps you use every day and create automated workflows (we call them Zaps) that do work for you. Here's how.

Table of contents

• Get notifications and weekly roundups

• Create Help Scout conversations from webhooks

• Create tasks from Help Scout conversations

• Turn form submissions into Help Scout conversations

Get notifications and weekly roundups of Help Scout activity

Responding quickly is a fundamental part of providing good customer support. But if you're dealing with a high volume of tickets, it can be difficult to stay on top of every single one. You can also get so focused on answering individual tickets that you don't notice broader trends, like an uptick in issues with a specific product.

That's where automation can be a huge help. For example, you can create a Zap that automatically notifies your team about new Help Scout conversations wherever they spend the most time, like in their team chat tool or inbox. 

Similarly, you can use a Zap to send you a weekly report from Help Scout in Slack—so you can keep the bigger picture in mind. 

Create Help Scout conversations from webhooks

Depending on how your team likes to work, you may need a little more flexibility with your automated workflows. Although Zapier connects with thousands of apps, you may use more bespoke software to support your team's unique workflows.

But don't worry: You can still use Zapier to streamline your work, even if the tools you use don't yet have Zapier integrations. With Webhooks by Zapier, you can use any app with an API to connect with Help Scout.

Use this Zap to get started:

Add Help Scout conversations to your to-do list

Noticing new support tickets is one thing—but you still need to assign them, reply to them, and track them until the issue is resolved. That's a lot of work, especially if you don't have a dedicated project manager or have a high volume of tickets.

Thankfully, you can automate the process. Simply create a Zap that adds new tasks to your to-do list or project management tool for every new, updated, or assigned Help Scout conversation. That way, nothing slips through the cracks. 

Turn form submissions into Help Scout conversations

Of all the ways for customers to get in touch, forms are perhaps the most popular. After all, they're easy to include on your website or social media pages, and they don't require a live response like a phone line or a live chat. But you still need to move form submissions into Help Scout so you can manage and reply to them. And that gets harder the more tickets you get.

Instead of trying to do it manually, you can automate the process. For example, you can create a Zap that instantly turns new form submissions into Help Scout conversations, no manual work required. 

Power high-quality customer support with Help Scout and Zapier

Don't let repetitive work get in the way of delivering a high-quality, human-centered support experience for your customers. By connecting Help Scout to your other business-critical apps with Zapier, you can streamline the ticket creation and management process—so you can spend more time solving problems, instead of tracking them.

And this is just the start of what you can do with Help Scout and Zapier. What will you automate first?