Help Scout Integrations

  • 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

    1. Assign a conversation in Help Scout
    2. 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

    1. Create a new row in a Google Sheets spreadsheet
    2. 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

    1. Assign a new conversation in Help Scout
    2. 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

    1. A new conversation is created in Help Scout
    2. 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

    1. A new conversation is started in Help Scout
    2. Zapier will create a new card in Trello

    What You Need

    • Help Scout account
    • Trello account
  • Turn new assigned conversations in Help Scout into Trello Cards

    Keep your conversations organized and make it easier to follow up with customers with this Help Scout to Trello automation. Once set up, every time a new conversation is assigned in Help Scout, Zapier will create a new card in Trello. This integration will help you visually keep track of important conversations.

    How It Works

    1. Assign a new conversation in Help Scout
    2. Zapier creates a new card in Trello

    What You Need

    • Help Scout account
    • Trello account
  • Push new Help Scout conversations to Cyfe

    Get notified as soon as a new conversation is received with this Help Scout to Cyfe automation. Once set up, each time a new conversation is started in Help Scout, Zapier will automatically create a new push value through Cyfe. That gives you an easy way to see how many support conversations are started, and how your support team is doing today.

    How It Works

    1. A new conversation is started in Help Scout
    2. Zapier creates a new push value in Cyfe

    What You Need

    • Help Scout account
    • Cyfe account
  • Add notes in ActiveCampaign for new Help Scout customers

    Need a way to automate VIP service for your customers? This Zap connects your support desk with your CRM so your sales team has the most recent triumphs and struggles of your customers at their fingertips. After you set it up, every time a new customer is created in Help Scout, Zapier searches for that contact in ActiveCampaign and adds a note.

    How this Help Scout-ActiveCampaign integration works

    1. A new customer is created in Help Scout
    2. Zapier searches for this contact in ActiveCampaign
    3. Zapier adds a note to that contact

    Apps involved

    • Help Scout
    • ActiveCampaign
  • Turn Webhooks into new conversations in Help Scout

    Automatically start new Help Scout conversations to customers from webhooks. Set it up and Zapier can save you time by automatically generating new conversations in Help Scout when a hook is activated. You can create great customer service by contacting customers quickly with this automation that'll work with your in-house apps.

    How It Works

    1. A webhook is activated
    2. Zapier creates a new conversation to customer in Help Scout

    What You Need

    • Zapier account
    • Help Scout account
  • Create Trello cards from new Help Scout conversations

    Create an excellent customer service environment when you start using the Help Scout to Trello integration. Set up this automation and every time a new conversation is started in Help Scout, Zapier will create a new card in Trello. Now you can respond quickly to new issues and make sure you don't miss anything.

    How It Works

    1. New conversation is started in Help Scout
    2. Zapier creates a new card in Trello

    What You Need

    • Help Scout account
    • Trello account
  • Add starred Gmail messages as Help Scout conversations

    If your customers occasionally send support requests to your Gmail instead of your support address, use this integration to create new conversations in Help Desk straight from your inbox. That way, you can have all your customer conversations in one centralized place.

    How this Gmail-Help Scout integration works

    1. A message is starred in a Gmail inbox
    2. Zapier creates a conversation in Help Scout

    Apps involved

    • Gmail
    • Help Scout
  • Create or update Infusionsoft contacts from new Help Scout conversations

    Automatically save new contacts from conversations with this Help Scout to Infusionsoft automation. Once started, each time a new conversation is received in Help Scout, Zapier will create a new contact in Infusionsoft. Organize your contacts and build your leads for future sales and marketing campaigns.

    How It Works

    1. A new conversation is started in Help Scout
    2. Zapier creates a new contact in Infusionsoft

    What You Need

    • Help Scout account
    • Infusionsoft account
  • Add new SamCart customers to Help Scout

    Get all of your new customers in the right spot. This Zapier workflow will create new customers in Help Scout when a new order is placed in SamCart, so you'll be able to tie customer support interactions back to their original order.

    How this SamCart-Help Scout integration works

    1. Customer places an order via SamCart
    2. Zapier creates a Help Scout customer

    Apps involved

    • SamCart
    • Help Scout
  • Create MailChimp subscribers from Help Scout conversations

    Build your contact list effortlessly and automatically add subscribers with this Help Scout to MailChimp automation. Once set up, with every new conversation started in Help Scout, Zapier will automatically add a new subscriber to MailChimp. Rest assured that your list is complete with this Zapier integration.

    How It Works

    1. A new conversation is started in Help Scout
    2. Zapier adds a new subscriber in MailChimp

    What You Need

    • Help Scout account
    • MailChimp account
  • Post Help Scout stats weekly to Slack

    What gets measured, gets improved. Use this automation to share your customer support stats to your teammate, your manager, or to yourself every week.

    How this Schedule by Zapier-Help Scout-Slack integration works

    1. A weekly schedule is set
    2. Zapier pulls a designated Help Scout user's stats
    3. Zapier posts a report to a contact via a Slack DM

    Apps involved

    • Schedule by Zapier
    • Help Scout
    • Slack
  • Turn assigned Help Scout tickets into new Hubspot contacts

    Turn your support team into another lead generator: If a sales question comes in to support, have support assign it to a specific person—like the sales manager—which will trigger Hubspot to create a new contact.

    How It Works

    1. Help Scout conversations are assigned to a specific inbox and user...
    2. Zapier creates a new contact in Hubspot

    Apps involved

    • Help Scout
    • Hubspot
  • Create Help Scout conversations when Pipedrive deals reach certain stages

    Let customers know as their deals reach new stages with this Pipedrive to Help Scout automation. Set it up, and every time a deal reaches a new stage in Pipedrive, Zapier will create a new conversation to your customer in Help Scout. Set the path for clear communication flow and keep everyone on the same page using this integration.

    How this Pipedrive-Help Scout integration works

    1. A deal reaches a new stage in Pipedrive
    2. Zapier creates a new conversation with the customer on Help Scout

    Apps involved

    • Pipedrive
    • Help Scout
  • Create Help Scout Conversations from Wufoo Forms

    Forms on your website are a very easy way for people to contact you, but wouldn't it be even better if you could manage those messages in your help desk? Enter Zapier, which helps makes that extremely easy. Anywhere you have a Wufoo form, that information submitted from that form can automatically be sent to Help Scout to create a new conversation. Keep that conversation easy for your user, and easy for you to manage.

    How it works

    1. Someone fills out your Wufoo form
    2. Zapier automatically creates a new conversation in Help Scout

    What you'll need

    • A Wufoo account with an active form
    • A Help Scout account
  • Create customers in Help Scout from new Facebook Lead Ads leads

    Get a head-start on taking care of your new customers by adding anyone who fills out your Facebook Lead Ads to your Help Scout account as a new customer. Zapier can do that for your automatically with this integration. Once you've set it up, your new leads will be added to Help Scout so you can know exactly how they first got in touch with your company when they write into your support team.

    How this Facebook Lead Ads-Help Scout integration works

    1. A new lead is captured in Facebook Lead Ads
    2. Zapier adds that contact as a new customer in Help Scout

    Apps involved

    • Facebook Lead Ads
    • Facebook Pages
  • Create new Help Scout conversations from GetSiteControl Contact widget messages

    Contact forms on your website make it easy for your customers to reach out to you, but you still have to manage your email support queue. Centralize that outreach with some Zapier automation: Whenever a visitor on your website sends a new message using a GetSiteControl contact widget, this integration will create a new conversation on Help Scout for it, allowing you to respond just like any other email.

    How this GetSiteControl-Help Scout integration works

    1. A visitor on your website sends a new message using the GetSiteControl Contact widget
    2. Zapier creates a new conversation on Help Scout

    Apps involved

    • GetSiteControl
    • Help Scout
  • Create Asana tasks from Help Scout conversations

    Manage your tasks and excel at customer relationships with this automation. Once set up, each time a new conversation is started in Help Scout; Zapier will create a new task in Asana. Now you can plan your day without sacrificing customer experience!

    How It Works

    1. A new conversation is started in Help Scout
    2. Zapier creates a new task in Asana

    What You Need

    • Help Scout account
    • Asana account
  • Start a new Help Scout conversation from SurveyMonkey responses

    If you communicate with your customers in Help Scout, you can start a new conversation with them whenever they fill out your SurveyMonkey survey. Zapier can capture SurveyMonkey responses with a new contact's details, and send it to Help Scout as a new conversation. That gives you a great way to followup on their responses and continue the conversation.

    Note: You must use SurveyMonkey's Single Textbox fields to capture contact details, in order to properly pass the information to Help Scout.

    How It Works

    1. A new subscriber submits a SurveyMonkey response
    2. Zapier adds a new conversation to Help Scout

    What You Need

    • SurveyMonkey account
    • Help Scout account
  • Create Help Scout conversations with tagged Intercom users

    Establish an immediate connection with your customers when you use this Intercom to Help Scout automation. Once set up, when you tag a new user in Intercom, Zapier will create a new conversation to your customer in Help Scout. Impress users with a fast turnaround when you use this integration from Zapier.

    How It Works

    1. Tag a new user in Intercom
    2. Zapier creates a new conversation to customer in Help Scout

    What You Need

    • Intercom account
    • Help Scout account
  • Create Help Scout conversations from SurveyMonkey responses

    Take out the wait time and get notified immediately when you receive new completed SurveyMonkey responses. Once set up, when you receive a new response in SurveyMonkey, Zapier will create a new conversation from your customer in Help Scout. This integration will help you stay on top of responses and tackle concerns quickly.

    How It Works

    1. Receive a new response in SurveyMonkey
    2. Zapier creates a new conversation from customer in Help Scout

    What You Need

    • SurveyMonkey account
    • Help Scout account
  • Create Help Scout conversations from HubSpot form submissions

    Turn form submissions into direct contact with customers! With this automation, every time a new form is submitted in HubSpot, Zapier will create a new conversation from your customer in Help Scout. This integration gives you the ability to create immediate contact, and tackle the tasks given right away for great customer service. You'll be able to see your email support requests and your contact form requests together in Help Scout thanks to this Zapier integration.

    How It Works

    1. Receive a new form submission in HubSpot
    2. Zapier will create a new conversation from customer in Help Scout

    What You Need

    • HubSpot account
    • Help Scout account

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Help Scout Integration Details

Launched on Zapier August 1, 2012

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 "New Customer") and Actions (like "Create Conversation From Customer") 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

Find mailbox by name.

Find Customer

Finds customer by email.

Find User

Finds user by email.

Get Week Report

Get a user's support metrics for the current week.

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.

New Customer

Triggers when a new customer is added.

New Assigned Conversation

Triggers when a conversation is assigned to a specified user.

New Conversation

Triggers when a new conversation is created.

New Mailbox

Triggers when a new added mailbox is added.

New User

Triggers when a new Help Scout user is created.

Create Conversation From Customer

Create a new conversation from a customer.

Create Customer

Creates a customer if it does not already exist.

Create Conversation to Customer

Creates a new conversation to a customer from a Help Scout user.

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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.