Help Scout + Pipedrive Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and Pipedrive, with as many as 84 possible integrations. Are you ready to find your productivity superpowers?
Create Help Scout conversations when Pipedrive deals reach certain stages
Let customers know as their deals reach new stages with this Pipedrive to Help Scout automation. Set it up, and every time a deal reaches a new stage in Pipedrive, Zapier will create a new conversation to your customer in Help Scout. Set the path for clear communication flow and keep everyone on the same page using this integration.
How this Pipedrive-Help Scout integration works
- A deal reaches a new stage in Pipedrive
- Zapier creates a new conversation with the customer on Help Scout
Apps involved
- Pipedrive
- Help Scout
It's easy to connect Help Scout + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Triggers when a conversation is assigned to a specified user. By default, only conversation with active status are considered but you can change the status using of of the fields.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when a new conversation is created.
Adds a note to existing conversation.
Triggers when a new deal is created.
Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.
Triggers when an existing deal is updated.
Creates a new person.
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