Turn new assigned conversations in Help Scout into Asana tasks
Help Scout + Asana
Help Scout Integrations
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Help Scout Integration Details
Launched on Zapier:
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, and Actions are supported by Zapier:
Triggers
InstantConversation Assigned
Triggers when a conversation is assigned to agent.
New Customer
Triggers when a new customer is added.
InstantConversation Created
Triggers when a new conversation is created.
InstantTags Updated
Triggers when conversation tags are updated.
Actions
Add Note
Adds a note to existing conversation.
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Send Reply
Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.
Searches
Find Mailbox
Find mailbox by name.
Get Day Report
Get a user's support metrics for the current day.
Get Custom Report
Get a user's support metrics over a given time range.
Find User
Finds user by email.
Get Week Report
Get a user's support metrics for the current week.
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