Help Scout
When this happens...
InfusionsoftNew Contact
Then do this...
Help ScoutCreate Customer

Give your contacts the best support you can provide by having them all available on Help Scout. This integration can handle of the data entry for you, too, with just a few setup steps. After that, any new contact you add on Infusionsoft will also be added on Help Scout as a new customer, letting you stay focused on the people, not manual entry.

How this Infusionsoft-Help Scout integration works

  1. A new contact is added on Infusionsoft
  2. Zapier adds them as a customer to Help Scout

Apps involved

  • Infusionsoft
  • Help Scout
Infusionsoft is a Premium integration on Zapier.

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When this happens...
then do this!
New Customer

Triggers when a new customer is added.

Create Conversation to Customer

Creates a new conversation to a customer from a Help Scout user.

New Assigned Conversation

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.

Create Conversation From Customer

Create a new conversation from a customer.

New Conversation

Triggers when a new conversation is created.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Add Note

Adds a note to existing conversation.

New Opportunity

Triggers when you add a new opportunity.

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

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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.

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft Integrations