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Help Scout + Klaviyo

Create Help Scout notes for new Klaviyo events

Stay on top of new events in Klaviyo and keep your team informed by adding notes in Help Scout with this easy automation. Once set up, this workflow is triggered when a new event occurs in Klaviyo and subsequently adds a note in Help Scout, ensuring your team stays updated without requiring manual input. Save time and streamline your communication processes with this seamless integration.

Stay on top of new events in Klaviyo and keep your team informed by adding notes in Help Scout with this easy automation. Once set up, this workflow is triggered when a new event occurs in Klaviyo and subsequently adds a note in Help Scout, ensuring your team stays updated without requiring manual input. Save time and streamline your communication processes with this seamless integration.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    Help ScoutHelp Scout
    Add Note

    Adds a note to existing conversation.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Metric

    Trigger
    Scheduled
    Try It
    • Channel

    Trigger
    Scheduled
    Try It
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    Action
    Write
    • ListRequired

    • Profile IDRequired

    Action
    Write
    • Audience Type

    Trigger
    Scheduled
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • MetricRequired

    • Email AddressRequired

    • Event Id

    • Value

    • Time

    • Custom Event Properties

    Action
    Write
    • Campaign IDRequired

    Action
    Write
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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klaviyo logo
klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

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