Help Scout + Delighted Integrations

How to connect Help Scout + Delighted

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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
Delighted
Triggers when a new response is received in this Delighted Project.
Scheduled
Trigger
Delighted
Triggers when a person unsubscribes from Delighted surveys.
Scheduled
Trigger
Delighted
Adds a person to the Email platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
Scheduled
Action
Delighted
Adds a person to the SMS platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
Scheduled
Action
Delighted
Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.
Scheduled
Action
Delighted
Creates a response in Delighted. This should only be used if programmatically adding responses to Delighted (ex. using our Add Person + Add Response Zaps). Otherwise, use our "Send Email Survey" or "Send SMS Survey" Actions to dispatch a survey. Adding responses requires a person ID and score at minimum.
Scheduled
Action
Delighted
Removes a person from the Email platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
Scheduled
Action
Delighted
Removes a person from the SMS platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
Scheduled
Action
Delighted
Sends an Email platform survey
Scheduled
Action
Delighted
Send SMS platform survey
Scheduled
Action
Delighted
Add a person to your unsubscribe list.
Scheduled
Action
Delighted
Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.
Scheduled
Action
Delighted
Retrieves the current Autopilot configuration for the desired platform (Email or SMS).
Scheduled
Action
Delighted
List all Autopilot memberships for the desired platform (Email or SMS), or list the Autopilot membership status for one specific person within the desired platform.
Scheduled
Action
Delighted
Provides your account's metrics for a specific Project. By default, we'll return results based on your
Scheduled
Action
Delighted
Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.
Scheduled
Action

How Help Scout + Delighted Integrations Work

Step 1: Authenticate Help Scout and Delighted.
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 + Delighted

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