Help Scout

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?

It's easy to connect Help Scout + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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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.

New Assigned Conversation

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.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

New Conversation

Triggers when a new conversation is created.

Add Note

Adds a note to existing conversation.

New Relationship (V2)

Triggers when a relationship is created.

Send Reply

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

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

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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.

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations