Help Scout + Tally

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.

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.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    Help ScoutHelp Scout
    Create Customer

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

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    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
    • Mailbox

    Trigger
    Scheduled
    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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tally logo
tally logo

About Tally

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

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  • Forms & Surveys

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