Turn new assigned conversations in Help Scout into Asana tasks
Help Scout + Asana
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Try It
Create Help Scout conversations from new Google Sheets rows
Google Sheets + Help Scout
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Try It
Share new Help Scout assigned conversations in Slack
Help Scout + Slack
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Try It
Get Slack notifications for new Help Scout conversations
Help Scout + Slack
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Try It
Turn Help Scout conversations into Trello cards
Help Scout + Trello
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Try It
Turn new assigned conversations in Help Scout into Trello Cards
Help Scout + Trello
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Try It

Help Scout and Zapier allow you to foster a personalized customer experience while saving your team time. Create more personalized interactions with your customers by automatically creating new conversations from submitted emails and forms. Then help your team respond faster by sending a message whenever you assign a conversation to a team member.

Here are some creative ways to use Help Scout with Zapier:

Customer emails can include a lot of information. Make sure your team has all the details in one place by creating a new conversation from inbound emails via Email Parser by Zapier.
A key part of customer service is speed. Share new Help Scout conversations in Slack so your customer service team can get the issues resolved faster.
Don't waste time with data entry. Create new conversations from customers when you receive new entries in Typeform, Wufoo, or other web forms.

The following Help Scout Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Send Reply
Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.
Add Note
Adds a note to existing conversation.

Searches

Find Conversation
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Find Customer
Finds customer by email.
Get Day Report
Get a user's support metrics for the current day.
Find Mailbox
Find mailbox by name.
Find User
Finds user by email.
Get Custom Report
Get a user's support metrics over a given time range.
Get Week Report
Get a user's support metrics for the current week.
Find or Create Conversation
Find or Create Conversation
Find or Create Customer
Find or Create Customer

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Help Scout

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Basecamp 3

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Basecamp 2

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