• Help Scout logoHelp Scout logo
  • ClickFunnels logoClickFunnels logo

Help Scout + ClickFunnels Integrations

How to connect Help Scout + ClickFunnels

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  • Help Scout triggers, actions, and search
    Conversation Assigned
    Triggers when a conversation is assigned to agent.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Conversation Created
    Triggers when a new conversation is created.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    New Customer
    Triggers when a new customer is added.
    Trigger
    Scheduled
  • Help Scout triggers, actions, and search
    Tags Updated
    Triggers when conversation tags are updated.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Add Note
    Adds a note to existing conversation.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Conversation
    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Customer
    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
    Action
    Write
  • Help Scout triggers, actions, and search
    Send Reply
    Replies to a conversation. Please note that this will send actual email to the customer unless
    Action
    Write
  • 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

  • ClickFunnels

    Triggers when Contact activity record is created.

    Instant

    Trigger

  • ClickFunnels

    Triggers when a failed Purchase is made in a Funnel.

    Instant

    Trigger

  • ClickFunnels

    Triggers when a successful Purchase is made in a Funnel.

    Instant

    Trigger

  • ClickFunnels

    Add a Contact Profile Email to a List.

    Scheduled

    Action

  • ClickFunnels

    Add a Tag to a Contact Profile by Email.

    Scheduled

    Action

  • ClickFunnels

    Creates a new opt-in for an email.

    Scheduled

    Action

  • ClickFunnels

    Create or update a Contact Profile for an email.

    Scheduled

    Action

  • ClickFunnels

    Remove a Contact Profile Email from List.

    Scheduled

    Action

  • ClickFunnels

    Remove a Tag from a Contact Profile by Email.

    Scheduled

    Action

  • ClickFunnels

    Find a Contact Profile by exact match Email.

    Scheduled

    Action

  • ClickFunnels

    Find or Create Contact Profile

    Scheduled

    Action

How Help Scout + ClickFunnels Integrations Work

  1. Step 1: Authenticate Help Scout and ClickFunnels.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

ClickFunnels Tutorials

help-scout logo
help-scout logo

About Help Scout

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.
Learn more

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clickfunnels logo
clickfunnels logo

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.
Learn more

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