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Capsule CRM + Help Scout

Update Help Scout customer properties with new or updated Capsule CRM contacts

Keep your customer information up-to-date by connecting Capsule CRM and Help Scout with this seamless workflow. Whenever a contact is added or updated in Capsule CRM, their corresponding properties will be updated in Help Scout, ensuring your customer data stays accurate and consistent across both platforms. Save time and maintain accuracy with this simple automation.

Keep your customer information up-to-date by connecting Capsule CRM and Help Scout with this seamless workflow. Whenever a contact is added or updated in Capsule CRM, their corresponding properties will be updated in Help Scout, ensuring your customer data stays accurate and consistent across both platforms. Save time and maintain accuracy with this simple automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Help ScoutHelp Scout
    Update Customer Properties

    Updates a customer's properties.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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help-scout logo
help-scout logo

About Help Scout

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.

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