Search Capabilities Come to Help Scout Zaps: Find Customers, Mailboxes, and Users
Carlin Sack / June 2, 2016
Find or Create a Help Scout Customer
Support teams rely on Help Scout to organize customer conversations and track key metrics around those conversations. Zapier automates Help Scout workflows, so your team can be more productive and ultimately help more customers. Zaps like these eliminate manual work and boost team efficiency:
Zapier's Help Scout integration was recently updated, so you can automate even more of your support workflows.
Zapier can now search Help Scout for customers, mailboxes, and users, thanks to Zapier's Search Actions feature. Then you can use that customer, mailbox, or user in a subsequent step of your Zap. Bonus: if Zapier doesn't find a Help Scout customer to match your search criteria, it will automatically create one for you.
These new search capabilities allow you to build flexible Help Scout Zaps, like these:
Start support conversations from web inquiries
When a new Wufoo entry is created, automatically search for a particular mailbox in Help Scout. Then search for an existing Help Scout customer or create one, if the customer doesn't already exist. Finally, create a Help Scout conversation from the customer.
Build a WorkflowQuickly create and assign Help Scout conversations
When an Intercom user is tagged, automatically search for a particular user in Help Scout. Then create a Help Scout conversation that is assigned to that Help Scout user.
Build a WorkflowHow To Use This Integration:
- Sign up for a Help Scout account, and also make sure you have a Zapier account.
- Connect your Help Scout account to Zapier.
- Check out pre-made Help Scout integrations.
- Or create your own from scratch in the Zap Editor.