ClickFunnels + Help Scout Integrations
How to connect ClickFunnels + Help Scout
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New Contact ActivityTriggers when Contact activity record is created.Trigger- New Failed PurchaseTriggers when a failed Purchase is made in a Funnel.Trigger
- New Successful PurchaseTriggers when a successful Purchase is made in a Funnel.Trigger
- Add Email to ListAdd a Contact Profile Email to a List.Action
- Add Tag to EmailAdd a Tag to a Contact Profile by Email.Action
- Create Contact OptinCreates a new opt-in for an email.Action
- Create Contact ProfileCreate or update a Contact Profile for an email.Action
- Remove Email From ListRemove a Contact Profile Email from List.Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
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 ClickFunnels + Help Scout Integrations Work
- Step 1: Authenticate ClickFunnels 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.
ClickFunnels Tutorials
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