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Help Scout + Survey Funnel

Create Help Scout tickets from new Survey Funnel entries

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.

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.

  1. When this happens...
    Survey FunnelSurvey Funnel
    New Survey Entry

    Triggers when a new survey entry is created.

    TriggerScheduled
  2. automatically do this!
    Help ScoutHelp Scout
    Create Conversation

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SurveyRequired

    • OutcomeRequired

    Trigger
    Scheduled
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Email

    • Phone

    • Chat Handle

    • Social Profile

    • Website

    • Background

    • Organization

    • Location

    • Job Title

    • Address

    • Address

    • City

    • State / Province

    • Postal Code / ZIP Code

    • Country

    Action
    Write
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 moreHelp

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  • Customer Support

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survey-funnel logo
survey-funnel logo

About Survey Funnel

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.

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