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Help Scout + Ontraport

Create Help Scout notes for new Ontraport contacts

Effortlessly streamline your contact management process with this Ontraport and Help Scout integration. Whenever a new contact is added in Ontraport, a note will be created in Help Scout, ensuring that all relevant information is readily available in one place. This easy-to-implement automation helps save valuable time spent on manual data entry and keeps your team focused on providing excellent customer service.

Effortlessly streamline your contact management process with this Ontraport and Help Scout integration. Whenever a new contact is added in Ontraport, a note will be created in Help Scout, ensuring that all relevant information is readily available in one place. This easy-to-implement automation helps save valuable time spent on manual data entry and keeps your team focused on providing excellent customer service.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

    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?
  • Ontraport triggers, actions, and search

    New Contact

    Triggers when a new contact is added to Ontraport.

    Trigger
    Scheduled
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Email

    • Last Name

    • First Name

    • Address

    • City

    • State

    • Zip Code

    • Address Line 2

    • Country

    • Office Phone

    • SMS Number

    • Birthday

    • Title

    • Fax

    • Website

    • Company

    • First Campaign

    • First Content

    • First Lead Source

    • First Medium

    • First Term

    • Last Campaign

    • Last Content

    • Last Lead Source

    • Last Medium

    • Last Term

    • Facebook

    • Instagram

    • Twitter

    • Linkedin

    • Profile Image

    • Sequence

    • Tag

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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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ontraport logo
ontraport logo

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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