Help Scout
When this happens...
Survey FunnelNew Survey Entry
Then do this...
Help ScoutCreate Conversation to Customer

Sometimes you want to send a survey to your leads or customers and then automatically follow up with them in your help desk system based on their response. Use this integration to create a new Help Scout ticket for your customer whenever they submit a Survey Funnel survey.

How this Survey Funnel-Help Scout integration works

  1. A new submission is created for your Survey Funnel survey
  2. Zapier creates a new Help Scout ticket

Apps involved

  • Survey Funnel
  • Help Scout

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Help Scout + Survey Funnel and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when a new customer is added.

Create Conversation

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

New Assigned Conversation

Triggers when a conversation is assigned to a specified user. By default, only conversation with active status are considered but you can change the status using of of the fields.

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

New Conversation

Triggers when a new conversation is created.

Add Note

Adds a note to existing conversation.

New Survey Entry

Triggers when a new survey entry is created.

Send Reply

Replies to a conversation. Please note that this will send actual email to the customer unless draft flag is used.

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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.

Survey Funnel creates automated survey funnels for your marketing so that you can segment leads as they opt in and send their data to your CRM.

See Survey Funnel Integrations