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Help Scout logoHelp Scout logo
Pipedrive logoPipedrive logo

Help Scout + Pipedrive

Help Scout + Pipedrive

Help Scout + Pipedrive integrations

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.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Conversation
    Create Conversation
    Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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More things you can do with Pipedrive and Help Scout

Discover other triggers and actions you can use with Pipedrive and Help Scout

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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.
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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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