Help Scout + Intercom Integrations

How to connect Help Scout + Intercom

Zapier lets you send info between Help Scout and Intercom automatically—no code required.

When this happens...

Conversation Assigned

Triggers when a conversation is assigned to agent.

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Add Event

Tags a user with an event that occurred.

Popular Help Scout + Intercom workflows

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Create Help Scout conversations with tagged Intercom users
Intercom + Help Scout
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When this happens
Step 1: Tag Added to User
Then do this
Step 2: Create Conversation
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Create Help Scout conversations with tagged Intercom users
Create Help Scout conversations with tagged Intercom users
Intercom + Help Scout

Supported triggers and actions

What does this mean?

Conversation Assigned
Triggers when a conversation is assigned to agent.
Trigger
Instant
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Tags Updated
Triggers when conversation tags are updated.
Trigger
Instant
Add Note
Adds a note to existing conversation.
Action
Write

Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Action
Write
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Action
Write

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
Finds or creates a specific find company v2.
Scheduled
Action
Intercom
Finds or creates a specific find lead.
Scheduled
Action

How Help Scout + Intercom Integrations Work

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

Connect apps

Connect Help Scout + Intercom

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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About Intercom

Intercom is a customer communication platform that enables targeted communication with customers on your website, inside your web and mobile apps, and by email.