Help Scout + Revamp CRM

Help Scout + Revamp CRM integrations

Turn assigned Help Scout tickets into new Revamp CRM contacts

Turn your support team into another lead generator: If a sales question comes in to support, have support assign it to a specific person—like the sales manager—which will trigger Revamp CRM to create a new contact

When this happens...
Conversation AssignedTriggers when a conversation is assigned to agent.
TriggerInstant
automatically do this!
Create PersonCreates a new person.
ActionWrite

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More things you can do with Help Scout and Revamp CRM

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

- 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
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Type
- Completion State
- Assignee
Trigger
Polling
Try It
- Name
  Required
- Customer
  Required
- PipeLine
  Required
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write
- Name
  Required
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search

- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- 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
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
- Name
  Required
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search

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 Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

HelpHelp

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