Help Scout + Sierra Interactive Integrations
How to connect Help Scout + Sierra Interactive
Zapier lets you send info between Help Scout and Sierra Interactive automatically—no code required.
Triggers when a conversation is assigned to agent.
Apply a Fully Automated Action Plan.
Conversation AssignedTriggers when a conversation is assigned to agent.Trigger- Conversation CreatedTriggers when a new conversation is created.Trigger
- New CustomerTriggers when a new customer is added.Trigger
- Tags UpdatedTriggers when conversation tags are updated.Trigger
- Add NoteAdds a note to existing conversation.Action
- Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.Action
- Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).Action
- Send ReplyReplies to a conversation. Please note that this will send actual email to the customer unlessAction
- Help Scout
Updates a customer's properties.
Scheduled
Action
- Help Scout
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Scheduled
Action
- Help Scout
Finds customer by email.
Scheduled
Action
- Help Scout
Find mailbox by name.
Scheduled
Action
- Help Scout
Finds user by email.
Scheduled
Action
- Help Scout
Get a user's support metrics over a given time range.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current day.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current week.
Scheduled
Action
- Help Scout
Find or Create Conversation
Scheduled
Action
- Help Scout
Find or Create Customer
Scheduled
Action
- Sierra Interactive
Triggers when a new lead is created in your account.
Instant
Trigger
- Sierra Interactive
Triggers when a new "Request for More Info" about a property is created by a lead.
Instant
Trigger
- Sierra Interactive
Triggers when a lead visited site.
Instant
Trigger
- Sierra Interactive
Triggers when a listing is saved by a lead.
Instant
Trigger
- Sierra Interactive
Triggers when a new "Schedule Showing Request" about a property is created by a lead.
Instant
Trigger
- Sierra Interactive
Triggers when a tag is applied to lead by a user in our admin area.
Instant
Trigger
- Sierra Interactive
Triggers when a new task is created by a user in our admin area.
Instant
Trigger
- Sierra Interactive
Add a Note to the lead's history.
Scheduled
Action
- Sierra Interactive
Apply a Fully Automated Action Plan.
Scheduled
Action
- Sierra Interactive
Apply a Traditional Action Plan.
Scheduled
Action
- Sierra Interactive
Create a new lead in your Sierra account.
Scheduled
Action
- Sierra Interactive
Add an upcoming task for the lead.
Scheduled
Action
- Sierra Interactive
Find lead in your Sierra account.
Scheduled
Action
- Sierra Interactive
Stop the current fully automated action plan and count the lead as having responded to the plan.
Scheduled
Action
- Sierra Interactive
Stop the current fully automated action plan without counting the lead as having responded to the plan.
Scheduled
Action
- Sierra Interactive
Remove a Traditional Action Plan.
Scheduled
Action
- Sierra Interactive
Update an existing lead in your Sierra account.
Scheduled
Action
How Help Scout + Sierra Interactive Integrations Work
- Step 1: Authenticate Help Scout + Sierra Interactive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Get started for free
You can't add more hours to the day. Zapier is the next best thing.
Terms of Service