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Help Scout + Keap Max Classic

Create Help Scout conversations from assigned contacts in Keap Max Classic

Reach out to new contacts immediately and create fast connections with this Keap Max Classic 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.

Reach out to new contacts immediately and create fast connections with this Keap Max Classic 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.

  1. When this happens...
    Keap Max ClassicKeap Max Classic
    Tag Added to Contact

    Triggers when a tag gets added to a contact.

    TriggerInstant
  2. automatically do this!
    Help ScoutHelp Scout
    Create Conversation

    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keap Max Classic triggers, actions, and search

    New Action sequence

    Triggered when a new action sequence is added.

    Trigger
    Scheduled
    Try It
  • Keap Max Classic triggers, actions, and search

    New Contact Action

    Triggers when you add a new action for a contact (task, note, or appointment).

    Trigger
    Scheduled
    Try It
  • Keap Max Classic triggers, actions, and search

    Credit Card Charge

    Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

    Trigger
    Scheduled
    Try It
    • TagsRequired

    Trigger
    Instant
    Try It
  • Keap Max Classic triggers, actions, and search

    New Expense

    Triggers when you add a new expense for an opportunity or leadsource.

    Trigger
    Scheduled
    Try It
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 moreHelp

Related categories

  • Customer Support

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keap-max-classic logo
keap-max-classic logo

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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