Help Scout + Highrise Integrations

How to connect Help Scout + Highrise

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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
Highrise
Triggered when a new task category is added
Scheduled
Trigger
Highrise
Triggers when a new company is added to Highrise.
Scheduled
Trigger
Highrise
Triggers when a new contact is added to Highrise.
Scheduled
Trigger
Highrise
Triggers when a new custom field is created in Highrise.
Scheduled
Trigger
Highrise
Triggered when a new deal is added
Scheduled
Trigger
Highrise
Triggered when a new deal category is added
Scheduled
Trigger
Highrise
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Scheduled
Trigger
Highrise
Triggered when a new group is added
Scheduled
Trigger
Highrise
Triggered when a new case is added
Scheduled
Trigger
Highrise
Triggers when a new tag is added to Highrise.
Scheduled
Trigger
Highrise
Triggered when a new task is added
Scheduled
Trigger
Highrise
Triggered when a new user is added.
Scheduled
Trigger
Highrise
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Scheduled
Action
Highrise
Creates a new company if it does not exist yet.
Scheduled
Action
Highrise
Creates a new contact, or, if a contact exists, we will update it.
Scheduled
Action
Highrise
Creates a new deal.
Scheduled
Action
Highrise
Creates a new deal associated with a contact or person.
Scheduled
Action
Highrise
Creates a new case.
Scheduled
Action
Highrise
Creates a new task.
Scheduled
Action
Highrise
Creates a new task associated with a contact or person.
Scheduled
Action
Highrise
Creates a new task associated with a case. Will create a new case if it doesn't exist
Scheduled
Action
Highrise
Finds a company by name.
Scheduled
Action
Highrise
Finds a contact by email.
Scheduled
Action

How Help Scout + Highrise Integrations Work

Step 1: Authenticate Help Scout and Highrise.
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 + Highrise

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