Help Scout + Sierra Interactive Integrations

How to connect Help Scout + Sierra Interactive

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Supported triggers and actions

What does this mean?

Conversation Assigned
Triggers when a conversation is assigned to agent.
Trigger
Instant
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Tags Updated
Triggers when conversation tags are updated.
Trigger
Instant
Add Note
Adds a note to existing conversation.
Action
Write
Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Action
Write
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Action
Write
Send Reply
Replies to a conversation. Please note that this will send actual email to the customer unless
Action
Write
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 and 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.

Connect apps

Connect Help Scout + Sierra Interactive

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 more