Help Scout + Pipedrive Integrations

How to connect Help Scout + Pipedrive

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

When this happens...

Conversation Assigned

Triggers when a conversation is assigned to agent.

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Add Follower

Adds a follower to a deal, organization, person or product.

Popular Help Scout + Pipedrive workflows

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Create Help Scout conversations when Pipedrive deals reach certain stages
Pipedrive + Help Scout
More details
When this happens
Step 1: Deal Matching Filter
Then do this
Step 2: Create Conversation
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Create Help Scout conversations when Pipedrive deals reach certain stages
Create Help Scout conversations when Pipedrive deals reach certain stages
Pipedrive + Help Scout

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
Pipedrive
Triggers when a new activity is created.
Scheduled
Trigger
Pipedrive
Triggers when an activity matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a new deal is created.
Instant
Trigger
Pipedrive
Triggers when a deal matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a Lead is created.
Scheduled
Trigger
Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
Pipedrive
Adds a product to a deal.
Scheduled
Action
Pipedrive
Creates a new activity.
Scheduled
Action
Pipedrive
Creates a new deal.
Scheduled
Action
Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
Pipedrive
Creates a new lead.
Scheduled
Action
Pipedrive
Creates a new note.
Scheduled
Action
Pipedrive
Creates a new organization.
Scheduled
Action
Pipedrive
Creates a new person.
Scheduled
Action
Pipedrive
Creates a new product.
Scheduled
Action
Pipedrive
Updates an existing activity.
Scheduled
Action
Pipedrive
Updates an existing deal.
Scheduled
Action
Pipedrive
Updates an existing organization.
Scheduled
Action
Pipedrive
Updates an existing person.
Scheduled
Action
Pipedrive
Finds an activity by subject.
Scheduled
Action
Pipedrive
Finds a deal by name.
Scheduled
Action
Pipedrive
Finds an organization.
Scheduled
Action
Pipedrive
Finds a person.
Scheduled
Action
Pipedrive
Finds a product by name.
Scheduled
Action
Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action

How Help Scout + Pipedrive Integrations Work

Step 1: Authenticate Help Scout + Pipedrive.
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 + Pipedrive

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 Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.