Help Scout + Zoho CRM

Create Help Scout customers from new Zoho CRM contacts

Easily keep your customer records up-to-date by connecting Zoho CRM and Help Scout with this workflow. Whenever a new contact is added in Zoho CRM, this automation will create a customer in Help Scout, ensuring that your support team has the latest information on hand. Save time and enhance your customer support by streamlining your processes with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerScheduled
automatically do this!
Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or 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
- CustomerRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
Action
Search
- User's EmailRequired
Action
Search
- SubjectRequired
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
- MailboxRequired
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread TypeRequired
- TextRequired
- Assigned User
- Cc
- Bcc
- Import OnlyRequired
- Trigger Auto Reply
Action
Search or write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
- 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
- ConversationRequired
- CustomerRequired
- TextRequired
- User
- Create as DraftRequired
Action
Write
- Subject
- Mailbox
- Assigned User
- Tag
- StatusRequired
- Email
- Custom Query
Action
Search
- NameRequired
Action
Search
- User's EmailRequired
- Date Range StartRequired
- Date Range EndRequired
Action
Search
- User's EmailRequired
Action
Search
- EmailRequired
- First NameRequired
- Last NameRequired
- 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

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 Help

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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By team

Help Scout + Zoho CRM

Create Help Scout customers from new Zoho CRM contacts

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Conversation Assigned

MailboxRequired

Assigned User

Tag

Status

Custom Fields

New Customer

Mailbox

Add Note

Conversation IDRequired

TextRequired

User

Create Customer

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

Update Customer Properties

CustomerRequired

Find Customer

EmailRequired

Find User

EmailRequired

Get Day Report

User's EmailRequired

Find or Create Conversation

SubjectRequired