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Help Scout + Pipedrive

Create Help Scout customers from new Pipedrive activities

Stay on top of your customer relationships by instantly creating new customers in Help Scout when there's new activity in Pipedrive. This workflow automatically adds a Pipedrive contact as a customer in Help Scout, keeping your customer database up-to-date and enabling seamless communication. Save time and focus on fostering strong connections with your customers.

Stay on top of your customer relationships by instantly creating new customers in Help Scout when there's new activity in Pipedrive. This workflow automatically adds a Pipedrive contact as a customer in Help Scout, keeping your customer database up-to-date and enabling seamless communication. Save time and focus on fostering strong connections with your customers.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    Help ScoutHelp Scout
    Create Customer

    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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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pipedrive logo
pipedrive logo

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.

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