Intercom + Gmail + Help Scout Integrations
How to connect Intercom + Gmail + Help Scout
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Do even more with Intercom + Gmail + Help Scout
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Intercom, Gmail, and Help Scout. And don’t forget that you can add more apps and actions to create complex workflows.
Lead Added Email
Triggers when a Lead enters an email address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscription
Triggers when a user unsubscribes from Intercom.io emails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
Event NameRequired
The name of the event that occurred. This is presented to your App’s admins when filtering and creating segments. For example,
updated-plan.Metadata
Limited to max 5 key/value pairs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Select a company to tag. You can also select Custom Value from the dropdown to search for a company by the
Company ID.Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Specify the user you would like to tag or untag.
Tag NameRequired
You can also select Custom Value from the dropdown and add a tag name. If a tag with a matching name doesn't exist, a new one will be created automatically.
Untag?
If
Yesis selected, the tag will be removed from the User.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Created At
If you want the current datetime to be used, try entering "now".
User ID
A unique string identifier for the user.
Full Name
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use an
Email,ID, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ModeRequired
Which value would you like to search by? You can use the company
NameorCompany ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's the company name, make sure the Search Mode is set to name)..
Company NameRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLabel/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your appMailboxRequired
Assigned User
Since this field is not option, if you don't pick a user, the trigger will fire whenever a conversation is assigned to any agent.
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailbox
Select which mailbox you'd like to watch for new customers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConversation IDRequired
Conversation ID where the note will be added. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
TextRequired
Text of the note. You can use HTML markup.
User
User who is adding the note. The user must be authorized to add notes into the mailbox where the conversation in question exists, otherwise error will be returned.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Customer ID for which you are updating properties. You can use Find Customer to get the customer ID or get the ID from a different source (New Customer trigger for example).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Customer's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
User's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
Assigned User
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Lead Converted to User
Triggers when a lead converts to a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Conversation
Triggers when a new conversation is created by a user in Intercom.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Which Tag?
If left blank, we'll trigger on every tag.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
The email address of the user you wish to add a note to.
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Specify the lead you would like to tag or untag.
Tag NameRequired
Attach a tag to a specific lead.
Untag?
If
Yesis selected, the tag will be removed from the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lookup EmailRequired
We will use this email and the User ID below, if provided, to look up the user in Intercom.io and update information from the fields below. If both email and User ID are provided, both must match an existing record for it to be found. If the user does not exist yet, we will create the user.
Full Name
User ID
A unique string identifier for the user. If provided, used as part of the search for existing users. If the User ID does not match the existing record with the email address specified above, a new user record will be created.
Company
Associates the user with a company in Intercom.
Unsubscribed From Emails
Phone Number
The phone number of the user.
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Intercom are located here https://developers.intercom.com/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Enter the name of the company you're trying to find.
Monthly Revenue
How much revenue the company generates for your business each month.
Plan
The name of the plan you have associated with the company.
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ModeRequired
Which value would you like to search by? You can use an
ID,Email, orUser ID(which returns the most recent result).Search ValueRequired
Put your desired search value here. (e.g. If it's an email, make sure the Search Mode is set to email).
Lead ID
The "ID" value from a previous search step. If no ID is provided, a new Lead will be created. (Note: this is different from the "user_id" value).
Full Name
Email
The email you want to assign to the lead.
Phone Number
The phone number you want to assign the lead.
Unsubscribed From Emails
Created At
If you want the current datetime to be used, try entering "now".
IP Address
An ip address (e.g. “1.2.3.4”) representing the last ip address the user visited your application from. (Used for updating location_data).
Custom Attributes
Key/value pairs containing any other data about the user you want Intercom to store.
Field names must not contain Periods (‘.’) or Dollar (‘$’) characters. .
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMailboxRequired
Assigned User
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MailboxRequired
Assigned User
Tag
Filter conversations by tag. Please note: if a matching tag is present, this trigger will fire every time tags are updated on a conversation. If you add more than one tag, the conversation must have all of them for this trigger to run.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
Conversation ID of the conversation you are replying to. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
CustomerRequired
ID of the customer you're replying to. If you used Find Conversation before to lookup the conversation, you can now set the Customer ID as a custom value. You can also use
Find Customerstep to resolve the customer by ID. The dropdown shows several recent customers and should only be used a last resort when you'r replying to a predefined static customer ID.TextRequired
Text of the note. You can use HTML markup.
User
User who is sending the reply. The user must be authorized to access the mailbox where the conversation in question exists, otherwise error will be returned.
Create as DraftRequired
If set, the reply won't be sent to the user and a draft reply will be created instead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Mailbox name.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
Date Range StartRequired
Date Range EndRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
First NameRequired
Last NameRequired
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Intercom + Gmail + Help Scout Integrations Work
- Step 1: Authenticate Intercom, Gmail, and Help Scout.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About Help Scout
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