Help Scout + SalesforceIQ Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and SalesforceIQ, with as many as 13 possible integrations. Are you ready to find your productivity superpowers?
Create SalesforceIQ events from new Help Scout conversations
Automatically create events against your SalesforceIQ contacts when new Help Scout conversations are started. Zapier can monitor your Help Scout account and automatically add events to SalesforceIQ when conversations are started.
After this integration is set up, new Help Scout conversations from that point forward will be saved as events against a SalesforceIQ contact.
How It Works
- A new Help Scout conversation is started
- Zapier adds an event against a SalesforceIQ contact
What You Need
- A Help Scout account
- A SalesforceIQ account
It's easy to connect Help Scout + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when a new conversation is created.
Adds a note to existing conversation.
Triggers when a relationship is created.
Replies to a conversation. Please note that this will send actual email to the customer unless
draft flag is used.
Record an event between Contacts. For example, the creation of a support ticket by a client.
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