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  • Spiro logoSpiro logo

Help Scout + Spiro Integrations

How to connect Help Scout + Spiro

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

  • Spiro

    Triggers when company updated.

    Instant

    Trigger

  • Spiro

    Triggers when a contact is updated on your selected fields.

    Instant

    Trigger

  • Spiro

    Triggers when opportunity sales stage changes.

    Instant

    Trigger

  • Spiro

    Triggers when new company created.

    Instant

    Trigger

  • Spiro

    Triggers when new activity is created.

    Instant

    Trigger

  • Spiro

    Triggers when new contact is created.

    Instant

    Trigger

  • Spiro

    Triggers when new custom entity created.

    Instant

    Trigger

  • Spiro

    Triggers when new opportunity created.

    Instant

    Trigger

  • Spiro

    Triggers when new reminder is created.

    Instant

    Trigger

  • Spiro

    Triggers when new ticket created.

    Instant

    Trigger

  • Spiro

    Triggers when new user created.

    Instant

    Trigger

  • Spiro

    Triggers when an opportunity is updated.

    Instant

    Trigger

  • Spiro

    Triggers when opportunity closed won.

    Instant

    Trigger

  • Spiro

    Triggers when a company is updated and pulls records for a custom entity associated to the company (with line items support).

    Instant

    Trigger

  • Spiro

    Triggers when a contact is updated and pulls records for a custom entity associated to the contact (with line items support).

    Instant

    Trigger

  • Spiro

    Triggers when an opportunity is updated and pulls records for a custom entity associated to the opportunity (with line items support).

    Instant

    Trigger

  • Spiro

    Triggers when a ticket is updated on your selected fields.

    Instant

    Trigger

  • Spiro

    Triggers when custom entity updated.

    Instant

    Trigger

  • Spiro

    Triggers when user updated.

    Instant

    Trigger

  • Spiro

    Clones opportunity.

    Scheduled

    Action

  • Spiro

    Creates a new list entity record (under company).

    Scheduled

    Action

  • Spiro

    Creates a new company.

    Scheduled

    Action

  • Spiro

    Creates a new list entity record (under contact).

    Scheduled

    Action

  • Spiro

    Creates a new contact.

    Scheduled

    Action

  • Spiro

    Creates a new list entity record.

    Scheduled

    Action

  • Spiro

    Creates interaction for contact.

    Scheduled

    Action

  • Spiro

    Creates a new company opportunity.

    Scheduled

    Action

  • Spiro

    Creates new opportunity from a contact.

    Scheduled

    Action

  • Spiro

    Creates a new list entity record (under opportunity).

    Scheduled

    Action

  • Spiro

    Creates reminder for contact.

    Scheduled

    Action

  • Spiro

    Creates reminder for company.

    Scheduled

    Action

  • Spiro

    Creates reminder for opportunity.

    Scheduled

    Action

  • Spiro

    Creates ticket for the contact.

    Scheduled

    Action

  • Spiro

    Updates company.

    Scheduled

    Action

  • Spiro

    Updates contact.

    Scheduled

    Action

  • Spiro

    Updates list entity record.

    Scheduled

    Action

  • Spiro

    Updates opportunity.

    Scheduled

    Action

  • Spiro

    Updates reminder.

    Scheduled

    Action

  • Spiro

    Updates section entity record.

    Scheduled

    Action

  • Spiro

    Updates ticket.

    Scheduled

    Action

  • Spiro

    Updates user. Only admins are allowed to use this action.

    Scheduled

    Action

  • Spiro

    Find Company by a field and value you choose.

    Scheduled

    Action

  • Spiro

    Find company and return all custom objects for that company.

    Scheduled

    Action

  • Spiro

    Find a Contact by a field and value you choose.

    Scheduled

    Action

  • Spiro

    Find contact and return all custom objects for that contact.

    Scheduled

    Action

  • Spiro

    Lookup Row in List Entities.

    Scheduled

    Action

  • Spiro

    Finds many matched entities (20 max.) With Line Items Support.

    Scheduled

    Action

  • Spiro

    Find Opportunity by a field and value you choose.

    Scheduled

    Action

  • Spiro

    Find opportunity and return all custom objects for that opportunity.

    Scheduled

    Action

  • Spiro

    Find a Ticket by a field and value you choose.

    Scheduled

    Action

  • Spiro

    Find User by a field and value you choose.

    Scheduled

    Action

  • Spiro

    Find or Create Company

    Scheduled

    Action

  • Spiro

    Find or Create Contact

    Scheduled

    Action

  • Spiro

    Find or Create Opportunity

    Scheduled

    Action

  • Spiro

    Find or Create Ticket

    Scheduled

    Action

How Help Scout + Spiro Integrations Work

  1. Step 1: Authenticate Help Scout and Spiro.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
help-scout logo
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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

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About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.

Get started for free

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