Help Scout + Pipedrive

Create Help Scout customers from new Pipedrive leads effortlessly

Easily turn new leads into organized customer records with this Pipedrive-Help Scout workflow. With this automation, whenever a new lead is added in Pipedrive, a customer will be created in Help Scout, ensuring your support team can provide timely assistance and a great customer experience. Keep your contact records in sync and streamline your customer support process effortlessly.

Easily turn new leads into organized customer records with this Pipedrive-Help Scout workflow. With this automation, whenever a new lead is added in Pipedrive, a customer will be created in Help Scout, ensuring your support team can provide timely assistance and a great customer experience. Keep your contact records in sync and streamline your customer support process effortlessly.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead 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
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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