ConvertKit + Help Scout

Add new Help Scout customers to a ConvertKit sequence as subscribers

Keep your relationships with new customers thriving from the moment they join. With this workflow, every time a new customer is introduced in Help Scout, their details are incorporated into a specific ConvertKit sequence. This helps enhance your customer communication effort, allowing for timely nurturing of your new relationships. Benefit from this seamless link between Help Scout and ConvertKit that aids in efficient customer data management.

Keep your relationships with new customers thriving from the moment they join. With this workflow, every time a new customer is introduced in Help Scout, their details are incorporated into a specific ConvertKit sequence. This helps enhance your customer communication effort, allowing for timely nurturing of your new relationships. Benefit from this seamless link between Help Scout and ConvertKit that aids in efficient customer data management.

  1. When this happens...
    Help ScoutHelp Scout
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    ConvertKitConvertKit
    Add Subscriber to Sequence

    Add a subscriber to a specific sequence.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Mailbox

    Trigger
    Scheduled
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Email

    • Phone

    • Chat Handle

    • Social Profile

    • Website

    • Background

    • Organization

    • Location

    • Job Title

    • Address

    • Address

    • City

    • State / Province

    • Postal Code / ZIP Code

    • Country

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
convertkit logo
convertkit logo

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Help

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  • Drip Emails

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help-scout logo
help-scout logo

About Help Scout

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.
Learn moreHelp

Related categories

  • Customer Support

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