Help Scout + OnePageCRM Integrations

How to connect Help Scout + OnePageCRM

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

When this happens...

Conversation Assigned

Triggers when a conversation is assigned to agent.

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Create Contact

Creates a new contact in OnePageCRM.

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
OnePageCRM
Triggers when a new contact is created.
Scheduled
Trigger
OnePageCRM
Triggers when a deal is won.
Scheduled
Trigger
OnePageCRM
Triggers when a new next action is set.
Scheduled
Trigger
OnePageCRM
Triggers when a new pending deal is created.
Scheduled
Trigger
OnePageCRM
Adds a new Note for previously found contact, using Contact ID from Search Contact action.
Scheduled
Action
OnePageCRM
Creates a new contact in OnePageCRM.
Scheduled
Action
OnePageCRM
Find a contact in OnepageCRM.
Scheduled
Action
OnePageCRM
Finds or creates a specific find contact.
Scheduled
Action

How Help Scout + OnePageCRM Integrations Work

Step 1: Authenticate Help Scout + OnePageCRM.
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 + OnePageCRM

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 OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.