Help Scout Integrations
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Documents, ZapierAsana
Project ManagementGoogle Sheets
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Team ChatConnect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Popular ways to use Help Scout workflows
Turn new assigned conversations in Help Scout into Asana tasks
Turn new assigned conversations in Help Scout into Asana tasksCreate Help Scout conversations from new Google Sheets rows
Create Help Scout conversations from new Google Sheets rowsShare new Help Scout assigned conversations in Slack
Share new Help Scout assigned conversations in SlackGet Slack notifications for new Help Scout conversations
Get Slack notifications for new Help Scout conversationsTurn new assigned conversations in Help Scout into Trello Cards
Turn new assigned conversations in Help Scout into Trello CardsAdd notes in ActiveCampaign for new Help Scout customers
Add notes in ActiveCampaign for new Help Scout customers
Help Scout integration details
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.
- Conversation AssignedTriggers when a conversation is assigned to agent.Trigger
- Conversation CreatedTriggers when a new conversation is created.Trigger
- New CustomerTriggers when a new customer is added.Trigger
- Tags UpdatedTriggers when conversation tags are updated.Trigger
- Add NoteAdds a note to existing conversation.Action
- Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.Action
- Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).Action
- Send ReplyReplies to a conversation. Please note that this will send actual email to the customer unlessAction
- Help Scout
Updates a customer's properties.
Scheduled
Action
- Help Scout
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Scheduled
Action
- Help Scout
Finds customer by email.
Scheduled
Action
- Help Scout
Find mailbox by name.
Scheduled
Action
- Help Scout
Finds user by email.
Scheduled
Action
- Help Scout
Get a user's support metrics over a given time range.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current day.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current week.
Scheduled
Action
- Help Scout
Find or Create Conversation
Scheduled
Action
- Help Scout
Find or Create Customer
Scheduled
Action
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