Salpo CRM + Help Scout Integrations

How to connect Salpo CRM + Help Scout

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Supported triggers and actions

What does this mean?

New Communication
Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
Trigger
Scheduled
New Module
Triggers when a new custom module is created.
Trigger
Scheduled
New Contact
Triggers when a new Contact is created (Individual or Organisation).
Trigger
Scheduled
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
New Organisation
Creates a new Organisation
Action
Write
New Individual
Creates a new Individual
Action
Write
New Opportunity
Creates a new, In-progress Opportunity
Action
Write
New Scheduled Communication
Schedules a Communication
Action
Write
Salpo CRM
Add a file to a Contact record
Scheduled
Action
Salpo CRM
Add a file to a Custom Module record
Scheduled
Action
Salpo CRM
Link files to an Opportunity using the file URL.
Scheduled
Action
Salpo CRM
Finds Contacts by Custom Field value
Scheduled
Action
Salpo CRM
Retrieves all Opportunity details including products
Scheduled
Action
Salpo CRM
Creates a standard Communication to record previous notes
Scheduled
Action
Salpo CRM
Creates a Custom Connection between two Modules
Scheduled
Action
Salpo CRM
Creates a new record of a custom Module
Scheduled
Action
Salpo CRM
Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)
Scheduled
Action
Salpo CRM
Update Individuals or Organisations
Scheduled
Action
Salpo CRM
Search for a Contact and update a custom connection between Contacts or Modules
Scheduled
Action
Salpo CRM
Update custom Modules
Scheduled
Action
Salpo CRM
Update an Opportunity
Scheduled
Action
Salpo CRM
Finds a Contact by ID and returns all Contact information
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Find and retrieve a custom module record by ID. Returns standard and custom data.
Scheduled
Action
Salpo CRM
Find a file linked to a Module. Search files using the file label or name
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
Salpo CRM
Finds Individuals using an email address
Scheduled
Action
Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
Help Scout
Triggers when a conversation is assigned to agent.
Instant
Trigger
Help Scout
Triggers when a new conversation is created.
Instant
Trigger
Help Scout
Triggers when a new customer is added.
Scheduled
Trigger
Help Scout
Triggers when conversation tags are updated.
Instant
Trigger
Help Scout
Adds a note to existing conversation.
Scheduled
Action
Help Scout
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Scheduled
Action
Help Scout
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Scheduled
Action
Help Scout
Replies to a conversation. Please note that this will send actual email to the customer unless
Scheduled
Action
Help Scout
Updates a customer's properties.
Scheduled
Action
Help Scout
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Scheduled
Action
Help Scout
Finds customer by email.
Scheduled
Action
Help Scout
Find mailbox by name.
Scheduled
Action
Help Scout
Finds user by email.
Scheduled
Action
Help Scout
Get a user's support metrics over a given time range.
Scheduled
Action
Help Scout
Get a user's support metrics for the current day.
Scheduled
Action
Help Scout
Get a user's support metrics for the current week.
Scheduled
Action
Help Scout
Find or Create Conversation
Scheduled
Action
Help Scout
Find or Create Customer
Scheduled
Action

How Salpo CRM + Help Scout Integrations Work

Step 1: Authenticate Salpo CRM 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.

Connect apps

Connect Salpo CRM + Help Scout

About Salpo CRM

This is an easy to use tool, used to manage CRM

Related categories

CRM (Customer Relationship Management)

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