Help Scout
When this happens...
Infusionsoft by KeapNew 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

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new customer is added.

Create Conversation

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Conversation Created

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).

Tags Updated

Triggers when conversation tags are updated.

Add Note

Adds a note to existing conversation.

Tag Added to Contact

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

Send Reply

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

New Opportunity

Triggers when you add a new opportunity.

Create/Update Contact

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

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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.

Learn More

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

See Infusionsoft by Keap Integrations