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
Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Help Scout + Infusionsoft and requires absolutely zero coding experience—the only limit is your own imagination.

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

Triggers when a new customer is added.

Help Scout
Create Conversation From Customer

Create a new conversation from a customer.

Help Scout
New Assigned Conversation

Triggers when a conversation is assigned to a specified user.

Help Scout
Create Customer

Creates a customer if it does not already exist.

Help Scout
New Conversation

Triggers when a new conversation is created.

Help Scout
Create Conversation to Customer

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

Infusionsoft
Tag Added to Contact

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

Infusionsoft
Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Infusionsoft
New Opportunity

Triggers when you add a new opportunity.

Infusionsoft
Tag Existing Contact

Applies a tag to an existing contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.