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

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.

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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.