ClickUp
When this happens...
Help ScoutNew Conversation
Then do this...
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 1,000+ 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 to Customer

Creates a new conversation to a customer from a Help Scout user.

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 Conversation From Customer

Create a new conversation from a customer.

New Conversation

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).

Task Changes Status

Trigger when tasks are moved to a specific status

Add Note

Adds a note to existing conversation.

New Task

Trigger when tasks are added.

Send Reply

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

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Become a Zapier Integration Partner

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

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