Batchbook

Batchbook + Help Scout Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Batchbook and Help Scout, with as many as 22 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Batchbook + Help Scout and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when a new customer is added.

Create Conversation

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Conversation Created

Triggers when a new conversation is created.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

Tags Updated

Triggers when conversation tags are updated.

Add Note

Adds a note to existing conversation.

Conversation Assigned

Triggers when a conversation is assigned to agent.

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

New Person

Triggered when you add a new person.

Create Person

Adds a new person.

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Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

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.

See Help Scout Integrations

Connect Batchbook + Help Scout

Connect the apps you use everyday and find your productivity super-powers.

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