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 20 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.

New Assigned Conversation

Triggers when a conversation is assigned to a specified user. By default, only conversation with active status are considered but you can change the status using of of the fields.

Create Customer

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

New Conversation

Triggers when a new conversation is created.

Add Note

Adds a note to existing conversation.

New Person

Triggered when you add a new person.

Send Reply

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

New Company

Triggered when you add a new company.

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