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ActiveCampaign + Help Scout

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.

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.

  1. When this happens...
    Help ScoutHelp Scout
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this...
    ActiveCampaignActiveCampaign
    Find Contact

    Finds a contact by email address or ID.

    ActionSearch
  3. then do this!
    ActiveCampaignActiveCampaign
    Add Contact Note

    Adds new contact note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Email

    • Phone

    • Chat Handle

    • Social Profile

    • Website

    • Background

    • Organization

    • Location

    • Job Title

    • Address

    • Address

    • City

    • State / Province

    • Postal Code / ZIP Code

    • Country

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Help

Related categories

  • Marketing Automation

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