Help Scout + Redtail CRM

Help Scout + Redtail CRM integrations

Create Help Scout conversations for new Redtail CRM activities

Effortlessly stay on top of client activities with this Redtail CRM and Help Scout workflow. When a new activity is added in Redtail CRM, a conversation will be created in Help Scout, allowing your team to track and address client requests efficiently. Save time and enhance communication as you streamline your client management process.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
ActionWrite

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More things you can do with Redtail CRM and Help Scout

Discover other triggers and actions you can use with Redtail CRM and Help Scout

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
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- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Subject
  Required
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Status
  Required
- Assigned User
- Tag
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Write
- Conversation
  Required
- Customer
  Required
- Text
  Required
- User
- Create as Draft
  Required
Action
Write
- Subject
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
Action
Search
- Name
  Required
Action
Search
- User's Email
  Required
- Date Range Start
  Required
- Date Range End
  Required
Action
Search
- User's Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
Trigger
Polling
Try It
- Conversation ID
  Required
- Text
  Required
- User
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- Customer
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
Action
Search
- User's Email
  Required
Action
Search
- Subject
  Required
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Assigned User
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Search or write

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 moreLearn moreHelpHelp

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

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