How to connect amoCRM + Help Scout
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- New CompanyTriggers when a new company is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task DeletedTriggers when a task is deleted.Trigger
- Lead Responsible User ChangedTriggers when lead responsible user is changed.Trigger
- Lead Status ChangedTriggers when lead status is changed.Trigger
- Company UpdatedTriggers when company is updated.Trigger
- amoCRM
Triggers when contact is updated.
Instant
Trigger
- amoCRM
Triggers when lead is updated.
Instant
Trigger
- amoCRM
Triggers when task is updated.
Instant
Trigger
- amoCRM
Creates a new company.
Scheduled
Action
- amoCRM
Updates a company.
Scheduled
Action
- amoCRM
Creates a new contact.
Scheduled
Action
- amoCRM
Updates a contact.
Scheduled
Action
- amoCRM
Creates a new lead.
Scheduled
Action
- amoCRM
Creates a new lead with contact.
Scheduled
Action
- amoCRM
Updates a lead.
Scheduled
Action
- amoCRM
Create a link between related amoCRM profiles.
Scheduled
Action
- amoCRM
Creates a new note.
Scheduled
Action
- amoCRM
Updates a note.
Scheduled
Action
- amoCRM
Creates a new task.
Scheduled
Action
- amoCRM
Updates a task.
Scheduled
Action
- amoCRM
Finds an existing company.
Scheduled
Action
- amoCRM
Finds an existing contact.
Scheduled
Action
- amoCRM
Finds an existing lead.
Scheduled
Action
- amoCRM
Search for related amoCRM profiles of different types.
Scheduled
Action
- amoCRM
Finds an existing note.
Scheduled
Action
- amoCRM
Finds an existing task.
Scheduled
Action
- amoCRM
Find or Create Company
Scheduled
Action
- amoCRM
Find or Create Contact
Scheduled
Action
- amoCRM
Find or Create Lead
Scheduled
Action
- amoCRM
Find or Create Note
Scheduled
Action
- amoCRM
Find or Create Task
Scheduled
Action
- Help Scout
Triggers when a conversation is assigned to agent.
Instant
Trigger
- Help Scout
Triggers when a new conversation is created.
Instant
Trigger
- Help Scout
Triggers when a new customer is added.
Scheduled
Trigger
- Help Scout
Triggers when conversation tags are updated.
Instant
Trigger
- Help Scout
Adds a note to existing conversation.
Scheduled
Action
- Help Scout
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Scheduled
Action
- Help Scout
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Scheduled
Action
- Help Scout
Replies to a conversation. Please note that this will send actual email to the customer unless
Scheduled
Action
- Help Scout
Updates a customer's properties.
Scheduled
Action
- Help Scout
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Scheduled
Action
- Help Scout
Finds customer by email.
Scheduled
Action
- Help Scout
Find mailbox by name.
Scheduled
Action
- Help Scout
Finds user by email.
Scheduled
Action
- Help Scout
Get a user's support metrics over a given time range.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current day.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current week.
Scheduled
Action
- Help Scout
Find or Create Conversation
Scheduled
Action
- Help Scout
Find or Create Customer
Scheduled
Action
How amoCRM + Help Scout Integrations Work
- Step 1: Authenticate amoCRM and Help Scout.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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