Connect Help Scout and Notion to unlock the power of automation
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Set up your first integration
Quickly connect Help Scout to Notion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Help Scout with Notion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Conversation Assigned" from Help Scout.
Add your action
An action happens after the trigger—such as "Archive Database Item" in Notion.
You’re connected!
Zapier seamlessly connects Help Scout and Notion, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- MailboxRequired
Try ItTriggerPolling- Conversation IDRequired
- TextRequired
- Assigned UserRequired
ActionWrite- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
ActionWrite
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- SubjectRequired
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- Status
- Assigned User
- Tag
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
ActionWrite- Conversation IDRequired
- Customer ID
- TextRequired
- Assigned UserRequired
- Create as DraftRequired
ActionWrite
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Practical ways you can use Help Scout and Notion
Organize new Help Scout conversations in Notion
When a new conversation is created in Help Scout, Zapier automatically creates a page in Notion for tracking and documentation. This ensures business owners can easily stay on top of customer concerns, reducing response time and improving client satisfaction.
Business OwnerLog new support tickets in Notion
Whenever a new conversation is created in Help Scout, Zapier records the details as a Notion database entry. This simplifies ticket tracking, ensures nothing slips through the cracks, and encourages better customer support team coordination.
Customer Support OpsTrack leads from Notion in Help Scout
When a new database item is created in a Notion database (e.g., a lead tracker), Zapier creates a customer in Help Scout. This helps marketers streamline lead follow-up, improve conversion and ensure CRM consistency.
Marketing & Marketing OpsLearn how to automate Help Scout on the Zapier blog
Learn how to automate Notion on the Zapier blog
Frequently Asked Questions about Help Scout + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Help Scout and Notion
How do I start integrating Help Scout with Notion?
Begin by logging into both your Help Scout and Notion accounts. Once you have access to both, you can establish a connection using our platform as the intermediary. You'll need to set up triggers in Help Scout that initiate actions in Notion.
What kind of triggers from Help Scout can be used?
You can use various triggers such as new conversations, new customers, or updated conversations in Help Scout to then execute actions within Notion.
What actions can I automate in Notion from Help Scout triggers?
Once a trigger from Help Scout is activated, you can automate several actions in Notion like creating new pages, updating database entries, or appending content to an existing document.
Is coding knowledge required for integrating these applications?
No coding knowledge is required. Our interface uses a simple drag-and-drop method to set up triggers and actions between Help Scout and Notion.
Can I customize the data transferred from Help Scout to Notion?
Yes, the data fields being transferred can be customized based on what information you wish to capture and store in Notion databases or pages.
Are there limitations on the number of integrations between these platforms?
There are no inherent limits on how many integrations or 'zaps' you can create between Help Scout and Notion. However, your pricing plan might affect how many active zaps you can have running simultaneously.
How do I troubleshoot if an integration isn't working as expected?
Check that all your trigger conditions are met and verify connections for both apps within our platform. Reviewing activity logs might provide insight into any errors that need addressing.
