Help Scout

Help Scout + Process Street Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and Process Street, with as many as 22 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Help Scout + Process Street 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 Checklist

Triggers when a new checklist is created.

Send Reply

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

New Comment

Triggers when someone posts a comment.

Create Checklist

Creates a new checklist.

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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

Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. The easiest way to document, track, automate and optimize customer-centric processes. We help sales and customer success teams drive revenue and reduce churn.

See Process Street Integrations