Help Scout + ConvertKit Integrations

How to connect Help Scout + ConvertKit

Zapier lets you send info between Help Scout and ConvertKit automatically—no code required.

When this happens...

Conversation Assigned

Triggers when a conversation is assigned to agent.

automatically do this!

Add Subscriber to Form

Subscribe someone to a specific form.

Supported triggers and actions

What does this mean?

Conversation Assigned
Triggers when a conversation is assigned to agent.
Trigger
Instant
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Tags Updated
Triggers when conversation tags are updated.
Trigger
Instant
Add Note
Adds a note to existing conversation.
Action
Write

Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Action
Write
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Action
Write

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
ConvertKit
Triggers when a subscription occurs on a specific form.
Instant
Trigger
ConvertKit
Triggers when a new purchase is added to your account.
Instant
Trigger
ConvertKit
Triggers when a subscriber is added to a sequence.
Instant
Trigger
ConvertKit
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Instant
Trigger
ConvertKit
Triggers when a specific tag is added to a subscriber.
Instant
Trigger
ConvertKit
Triggers when a subscriber unsubscribes from your emails.
Instant
Trigger
ConvertKit
Subscribe someone to a specific form.
Scheduled
Action
ConvertKit
Adds a purchase to a subscriber, or updates an existing purchase.
Scheduled
Action
ConvertKit
Add a subscriber to a specific sequence.
Scheduled
Action
ConvertKit
Add a subscriber to a specific tag.
Scheduled
Action
ConvertKit
Remove a specific tag from a subscriber if they have it.
Scheduled
Action
ConvertKit
Finds an existing confirmed subscriber by email.
Scheduled
Action

How Help Scout + ConvertKit Integrations Work

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

Connect apps

Connect Help Scout + ConvertKit

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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About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.