Help Scout + Drip Integrations
How to connect Help Scout + Drip
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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
- Drip
Triggers when a new tag is applied to a subscriber.
Instant
Trigger
- Drip
Triggers when an email to a subscriber bounces.
Instant
Trigger
- Drip
Triggers when a subscriber clicks an email.
Instant
Trigger
- Drip
Triggers when a subscriber clicks a trigger link.
Instant
Trigger
- Drip
Triggers when a subscriber issues a spam complaint about an email.
Instant
Trigger
- Drip
Triggers when a subscriber completes a campaign.
Instant
Trigger
- Drip
Triggers when a new subscriber record is created.
Instant
Trigger
- Drip
Triggers when a subscriber performs a custom event.
Instant
Trigger
- Drip
Triggers when a subscriber opens an email.
Instant
Trigger
- Drip
Triggers when a tag is removed from a subscriber.
Instant
Trigger
- Drip
Triggers when a subscriber is removed from a campaign.
Instant
Trigger
- Drip
Triggers when a subscriber is added to a campaign.
Instant
Trigger
- Drip
Triggers when a subscriber unsubscribes from all mailings.
Instant
Trigger
- Drip
Triggers when a subscriber unsubscribes from a campaign.
Instant
Trigger
- Drip
Triggers when a subscriber custom field is updated.
Instant
Trigger
- Drip
Triggers when a subscriber visits a page that is bound to an automation rule trigger.
Instant
Trigger
- Drip
Adds a tag to a subscriber.
Scheduled
Action
- Drip
Creates an event for a subscriber (e.g. "Signed up for a trial").
Scheduled
Action
- Drip
Removes a tag from a subscriber.
Scheduled
Action
- Drip
Subscribes someone to a campaign.
Scheduled
Action
- Drip
Unsubscribes someone from one (or all) of their campaigns.
Scheduled
Action
- Drip
Creates a new subscriber or update an existing one.
Scheduled
Action
How Help Scout + Drip Integrations Work
- Step 1: Authenticate Help Scout and Drip.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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