• Help Scout logoHelp Scout logo
  • ConvertKit logoConvertKit logo

Help Scout + ConvertKit Integrations

How to connect Help Scout + ConvertKit

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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

  • 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

  1. Step 1: Authenticate Help Scout and ConvertKit.
    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.
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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convertkit logo
convertkit logo

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.

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