Help Scout
When this happens...
InfusionsoftTag Added to Contact (Legacy)
Then do this...
Help ScoutCreate Conversation to Customer

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
Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

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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!
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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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.

See Infusionsoft Integrations