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
- A customer submits a Help Scout ticket
- Zapier automatically creates a new task in ClickUp
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Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Triggers when a new conversation is created.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when conversation tags are updated.
Adds a note to existing conversation.
Triggers when a conversation is assigned to agent.
Replies to a conversation. Please note that this will send actual email to the customer unless
draft flag is used.
Trigger when tasks are moved to a specific status
Creates a new task.