Help Scout + ConvertKit Integrations
How to connect Help Scout + ConvertKit
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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
- 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 and 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.
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