Help Scout
When this happens...
Help ScoutNew Conversation
Then do this...
SalesmachineCreate Event

The more you engage with your customers, the more you learn about them. Bring all this information into Salesmachine without even breaking a sweat: This automation will react to every new Help Scout conversation you receive, automatically creating a new event on your contact's Salesmachine profile (or adding them as a new contact if they don't exist.

How this Help Scout-Salesmachine integration works

  1. A Help Scout conversation is created
  2. Zapier automatically creates an event on the matching contact's profile on Salesmachine. It also creates the contact if they don't exist.

Apps involved

  • Help Scout
  • Salesmachine

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Help Scout + Salesmachine 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.

Send Reply

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

Create Event

Creates a new event.

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Become a Zapier Integration Partner

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

Salesmachine is a customer intelligence platform for sales teams and customer success.

See Salesmachine Integrations