Help Scout + Gravity Forms Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and Gravity Forms, with as many as 4 possible integrations. Are you ready to find your productivity superpowers?
Create Help Scout Conversations From Forms on Gravity Forms
If you'd like an easy way for people to contact you, and then manage those message in a help desk, Zapier makes that extremely easy. Anywhere you have a form from Gravity Forms, that information can automatically be sent to Help Scout to create a new conversation. Keep that conversation easy for your user, and easy for you to manage.
How it works
- Someone fills out the form you have available via Gravity Forms
- Zapier automatically creates a new conversation in Help Scout
What you'll need
- Gravity Forms installed on your site
- A Help Scout account
Turn new Gravity Forms submissions into Help Scout customers
Instantly convert new completed forms in Gravity forms into Help Scout customers with this automation. Once set up, when a new form is submitted in Gravity Forms, Zapier will create a new customer in Help Scout. Keep track of new customers, and impress them with great support.
How It Works
- New form is submitted in Gravity Forms
- Zapier creates a new customer in Help Scout
What You Need
- Gravity Forms account
- Help Scout account
It's easy to connect Help Scout + Gravity Forms and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Triggers when a conversation is assigned to a specified user. By default, only conversation with active status are considered but you can change the status using of of the fields.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when a new conversation is created.
Adds a note to existing conversation.
Triggers when a form is submitted.
Replies to a conversation. Please note that this will send actual email to the customer unless
draft flag is used.
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