Help Scout + Tally

Help Scout + Tally integrations

Create Help Scout customers from new Tally submissions

Easily manage customer information by connecting Tally and Help Scout with this seamless workflow. Whenever you receive a new submission in your Tally form, the information will be used to create a new customer in your Help Scout account. This automation saves time, ensuring your customer data stays organized and up-to-date without manual intervention.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
ActionWrite

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More things you can do with Tally and Help Scout

Discover other triggers and actions you can use with Tally and Help Scout

- Select a form
  Required
Trigger
Instant
Try It
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Subject
  Required
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Status
  Required
- Assigned User
- Tag
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Write
- Conversation
  Required
- Customer
  Required
- Text
  Required
- User
- Create as Draft
  Required
Action
Write

- Subject
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
Action
Search
- Name
  Required
Action
Search

- User's Email
  Required
- Date Range Start
  Required
- Date Range End
  Required
Action
Search
- User's Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write

- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
Trigger
Polling
Try It
- Conversation ID
  Required
- Text
  Required
- User
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- Customer
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
Action
Search
- User's Email
  Required
Action
Search
- Subject
  Required
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Assigned User
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Search or write

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 moreLearn moreHelpHelp

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About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn moreLearn moreHelpHelp

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Create Help Scout conversations from new Tally submissions

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Create Help Scout conversations from new Tally submissions