ClickUp
When this happens...
ClickUpCreate Task

Excel at task management AND customer success with this Help Scout-ClickUp integration. With this setup, each new conversation in Help Scout creates a new task in ClickUp. Your customers will always feel taken care of with this integration!

How this Help Scout-ClickUp integration works

  1. A customer submits a Help Scout ticket
  2. Zapier automatically creates a new task in ClickUp

Apps Involved

  • Helpscout
  • ClickUp

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect ClickUp + 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.

Task Changes Status

Trigger when tasks are moved to a specific status

Create Task

Creates a new task.

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ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Learn 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