Help Scout + Spiro Integrations

How to connect Help Scout + Spiro

Zapier lets you send info between Help Scout and Spiro automatically—no code required.

When this happens...

Conversation Assigned

Triggers when a conversation is assigned to agent.

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Clone Opportunity

Clones opportunity.

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
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 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 custom entity updated.
Instant
Trigger
Spiro
Triggers when user updated.
Instant
Trigger
Spiro
Clones opportunity.
Scheduled
Action
Spiro
Creates a new company.
Scheduled
Action
Spiro
Creates a new list entity record (under 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
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
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 User by a field and value you choose.
Scheduled
Action
Spiro
Finds or creates a specific find account.
Scheduled
Action
Spiro
Finds or creates a specific find contact.
Scheduled
Action
Spiro
Finds or creates a specific find opportunity.
Scheduled
Action

How Help Scout + Spiro Integrations Work

Step 1: Authenticate Help Scout + Spiro.
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 + Spiro

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