Help Scout
When this happens...
Infusionsoft by KeapTag Added to Contact
Then do this...
Help ScoutCreate Conversation

Reach out to new contacts immediately and create fast connections with this Infusionsoft to Help Scout automation. Once set up, each time a contact is assigned to a new group, Zapier will create a new conversation via Help Scout. This integration helps you develop solid customer relationships with quick response times.

How It Works

  1. Assign group to a contact in Infusionsoft
  2. Zapier creates a new conversation in Help Scout

What You Need

  • Infusionsoft account
  • Help Scout account

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.

Conversation Assigned

Triggers when a conversation is assigned to agent.

Send Reply

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

Tag Added to Contact

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

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

Connect Help Scout + Infusionsoft by Keap

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