Help Scout

Help Scout + PlanSo Forms for WordPress Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and PlanSo Forms for WordPress, with as many as 4 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Help Scout + PlanSo Forms for WordPress 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

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Conversation Created

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).

Tags Updated

Triggers when conversation tags are updated.

Add Note

Adds a note to existing conversation.

New Submission

Triggers when a form is submitted

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.

Learn More

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

See PlanSo Forms for WordPress Integrations