• Help Scout logoHelp Scout logo
  • Intercom logoIntercom logo

Help Scout + Intercom Integrations

How to connect Help Scout + Intercom

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  • Help Scout triggers, actions, and search
    Conversation Assigned
    Triggers when a conversation is assigned to agent.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Conversation Created
    Triggers when a new conversation is created.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    New Customer
    Triggers when a new customer is added.
    Trigger
    Scheduled
  • Help Scout triggers, actions, and search
    Tags Updated
    Triggers when conversation tags are updated.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Add Note
    Adds a note to existing conversation.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Conversation
    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Customer
    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
    Action
    Write
  • Help Scout triggers, actions, and search
    Send Reply
    Replies to a conversation. Please note that this will send actual email to the customer unless
    Action
    Write
  • Help Scout

    Updates a customer's properties.

    Scheduled

    Action

  • Help Scout

    Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.

    Scheduled

    Action

  • Help Scout

    Finds customer by email.

    Scheduled

    Action

  • Help Scout

    Find mailbox by name.

    Scheduled

    Action

  • Help Scout

    Finds user by email.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics over a given time range.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics for the current day.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics for the current week.

    Scheduled

    Action

  • Help Scout

    Find or Create Conversation

    Scheduled

    Action

  • Help Scout

    Find or Create Customer

    Scheduled

    Action

  • Intercom

    Triggers when a Lead enters an email address.

    Instant

    Trigger

  • Intercom

    Triggers when a lead converts to a user.

    Instant

    Trigger

  • Intercom

    Triggers when a new Lead is created.

    Instant

    Trigger

  • Intercom

    Triggers when a lead is tagged.

    Instant

    Trigger

  • Intercom

    Triggers when a new tag is added to a conversation in Intercom.

    Instant

    Trigger

  • Intercom

    Triggers when a new conversation is created by a user in Intercom.

    Instant

    Trigger

  • Intercom

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

    Instant

    Trigger

  • Intercom

    Triggers when a new Company is created.

    Instant

    Trigger

  • Intercom

    Triggers when a new user is created.

    Instant

    Trigger

  • Intercom

    Triggers when a user is tagged.

    Instant

    Trigger

  • Intercom

    Triggers when a user unsubscribes from Intercom.io emails.

    Instant

    Trigger

  • Intercom

    Add a note to a user.

    Scheduled

    Action

  • Intercom

    Tags a user with an event that occurred.

    Scheduled

    Action

  • Intercom

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag from a specific company.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag on a specific lead.

    Scheduled

    Action

  • Intercom

    Attach or remove a tag on a specific user.

    Scheduled

    Action

  • Intercom

    Updates a company within Intercom. If you'd like to create a company, use this action in conjunction with a Find/Create step.

    Scheduled

    Action

  • Intercom

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

    Scheduled

    Action

  • Intercom

    Update a user within Intercom given their e-mail address.

    Scheduled

    Action

  • Intercom

    Creates a new user in your Intercom app.

    Scheduled

    Action

  • Intercom

    Finds an existing company.

    Scheduled

    Action

  • Intercom

    Finds an existing Lead.

    Scheduled

    Action

  • Intercom

    Finds an existing user.

    Scheduled

    Action

  • Intercom

    Find or Create Company

    Scheduled

    Action

  • Intercom

    Find or Create Company

    Scheduled

    Action

  • Intercom

    Find or Create Lead

    Scheduled

    Action

How Help Scout + Intercom Integrations Work

  1. Step 1: Authenticate Help Scout and Intercom.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
help-scout logo
help-scout logo

About Help Scout

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

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intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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