ClientSuccess

ClientSuccess + Help Scout Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect ClientSuccess and Help Scout, with as many as 42 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect ClientSuccess + Help Scout and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggers when a new contact is created.

Create Client

Creates a new client.

New Client

Triggers when a new client is added.

Create Engagement Interaction

Creates a new engagement interaction on a client.

New Pulse

Triggers when a new pulse is added to a client.

Create Contact

Creates a new contact within a client.

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).

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Become a Zapier Integration Partner

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

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