• Help Scout logoHelp Scout logo
  • Streak logoStreak logo

Help Scout + Streak Integrations

How to connect Help Scout + Streak

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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

  • Streak

    Triggers when a Box is moved between Pipelines.

    Instant

    Trigger

  • Streak

    Triggers when a box changes Stage.

    Instant

    Trigger

  • Streak

    Triggers when a Field on a Box is updated.

    Instant

    Trigger

  • Streak

    Triggers when the counter for emails received on a box changes.

    Instant

    Trigger

  • Streak

    Triggers when a Comment is made on a Box in a Pipeline.

    Instant

    Trigger

  • Streak

    Triggered when a contact is updated.

    Instant

    Trigger

  • Streak

    Triggered when a new box is created.

    Instant

    Trigger

  • Streak

    Triggered when a new contact is created.

    Instant

    Trigger

  • Streak

    Triggers when a Task is completed.

    Instant

    Trigger

  • Streak

    Triggers when a Task is created.

    Instant

    Trigger

  • Streak

    Triggers when a Task becomes due, but it not yet completed.

    Instant

    Trigger

  • Streak

    Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

    Scheduled

    Action

  • Streak

    Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

    Scheduled

    Action

  • Streak

    Create a new box.

    Scheduled

    Action

  • Streak

    Create a comment on a box.

    Scheduled

    Action

  • Streak

    Create a new Task on a Box.

    Scheduled

    Action

  • Streak

    Edit fields, stage, assigned to, name and notes on an existing box.

    Scheduled

    Action

  • Streak

    Edit a task by providing box key and task text or by providing a task key.

    Scheduled

    Action

  • Streak

    Retrieve a file by providing the file key.

    Scheduled

    Action

  • Streak

    Gets a full unified thread given a thread key.

    Scheduled

    Action

  • Streak

    Link multiple boxes together.

    Scheduled

    Action

  • Streak

    Create a new Meeting or Call Log on a box.

    Scheduled

    Action

  • Streak

    Update a contact by providing a contact key.

    Scheduled

    Action

  • Streak

    Find a box by name, key, or fuzzy query.

    Scheduled

    Action

  • Streak

    Searches for an existing contact by contact key, box key, or other information (like email address).

    Scheduled

    Action

  • Streak

    Searches for an existing organization.

    Scheduled

    Action

  • Streak

    Find or Create Box

    Scheduled

    Action

  • Streak

    Find or Create Box

    Scheduled

    Action

How Help Scout + Streak Integrations Work

  1. Step 1: Authenticate Help Scout and Streak.
    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
help-scout logo

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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streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

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