Help Scout Integrations
Do More With Help Scout
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Turn new assigned conversations in Help Scout into Asana tasks
Instantly notify your team when new conversations are assigned. With this automation, each time a new conversation is assigned in Help Scout, Zapier will create a new task in Asana. Create an efficient team and avoid missing important conversations with customers.
How It Works
- Assign a conversation in Help Scout
- Zapier will create a new task in Asana
What You Need
- Help Scout account
- Asana account
Create Help Scout conversations from new Google Sheets rows
If you use Google Sheets to organize contact data or record conversations, this Google Sheets to Help Scout automation is for you. Once set up, when you create a new row in Google Sheets, Zapier will create a new conversation to customer in Help Scout. This integration is a great way to stay in contact with clients and customers, and monitor your interactions.
How It Works
- Create a new row in a Google Sheets spreadsheet
- Zapier creates a new conversation to customer in Help Scout
What You Need
- Google account
- Help Scout account
Share new Help Scout assigned conversations in Slack
Don't let conversations slip through the cracks. Notify users immediately when they are assigned conversations in Help Scout by using this automation. Set it up, and each time a user is assigned a conversation in Help Scout, Zapier will send a new message via Slack. This improved communication flow will help your team stay on top of important tasks.
How It Works
- Assign a new conversation in Help Scout
- Zapier sends a new message via Slack
What You Need
- Help Scout account
- Slack account
Get Slack notifications for new Help Scout conversations
Want to keep everyone on your team on the same page when it comes to new conversations that are created in Help Scout? With Zapier, you can automatically send those conversations to any Slack channel you'd like for immediate notification and high visibility.
How it works
- A new conversation is created in Help Scout
- Zapier posts conversation details to Slack
What you'll need
- Help Scout account
- Slack account
Turn Help Scout conversations into Trello cards
Log your conversations and organize them easily with this Help Scout to Trello automation. Once set up, every time a new conversation is started in Help Scout, Zapier will create a new card in Trello. This integration will help you keep track of important conversations, and stay on track for your next task.
How It Works
- A new conversation is started in Help Scout
- Zapier will create a new card in Trello
What You Need
- Help Scout account
- Trello account
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Help Scout Integration Details
Launched on Zapier May 15, 2017
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.
Zapier combines Triggers (like "Conversation Created") and Actions (like "Add Note") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Help Scout Triggers, Searches, and Actions are supported by Zapier:
Find mailbox by name.
Finds user by email.
Get a user's support metrics for the current day.
Get a user's support metrics for the current week.
Get a user's support metrics over a given time range.
Adds a note to existing conversation.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.
Triggers when a new conversation is created.
Triggers when a new customer is added.
Triggers when conversation tags are updated.
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