• Help Scout logoHelp Scout logo
  • OnePageCRM logoOnePageCRM logo

Help Scout + OnePageCRM Integrations

How to connect Help Scout + OnePageCRM

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  • Help Scout triggers, actions, and search
    Conversation Assigned
    Triggers when a conversation is assigned to agent.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Conversation Created
    Triggers when a new conversation is created.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    New Customer
    Triggers when a new customer is added.
    Trigger
    Scheduled
  • Help Scout triggers, actions, and search
    Tags Updated
    Triggers when conversation tags are updated.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Add Note
    Adds a note to existing conversation.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Conversation
    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Customer
    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
    Action
    Write
  • Help Scout triggers, actions, and search
    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

    Find or Create a contact

    Scheduled

    Action

How Help Scout + OnePageCRM Integrations Work

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

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onepage-crm logo
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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.

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