Help Scout

Help Scout + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and Insightly, with as many as 55 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Help Scout + Insightly 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.

New Contact

A new contact was created in your Insightly account.

Send Reply

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

New Task

A new task was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

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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

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations