Help Scout
When this happens...
PipedriveDeal Matching Filter
Then do this...
Help ScoutCreate Conversation to Customer

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

  1. A deal reaches a new stage in Pipedrive
  2. Zapier creates a new conversation with the customer on Help Scout

Apps involved

  • Pipedrive
  • Help Scout

Why Zapier?


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It's easy to connect Help Scout + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when a new customer is added.

Create Conversation to Customer

Creates a new conversation to a customer from a Help Scout user.

New Assigned Conversation

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.

Create Conversation From Customer

Create a new conversation from a customer.

New Conversation

Triggers when a new conversation is created.

Create Customer

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

New Deal

Triggers when a new deal is created.

Add Note

Adds a note to existing conversation.

Updated Deal

Triggers when an existing deal is updated.

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

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Become a Zapier Integration Partner

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.

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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