Connect Help Scout and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Help Scout to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Help Scout with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Conversation Assigned" from Help Scout.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Help Scout and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- Mailbox
Try ItTriggerPolling- Conversation IDRequired
- TextRequired
- User
ActionWrite- 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
ActionWrite
- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- 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
ActionWrite- ConversationRequired
- CustomerRequired
- TextRequired
- User
- Create as DraftRequired
ActionWrite
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Practical ways you can use Help Scout and monday.com
Track customer issues in project boards.
When a new conversation is created in Help Scout, Zapier creates a corresponding item in monday.com. This automation allows business owners to monitor customer issues in a central location, ensuring that no concerns fall through the cracks and that your response rate improves.
Business OwnerNotify marketing about client feedback.
When a Help Scout conversation receives updated tags, Zapier sends an update to monday.com. This gives marketing teams a better understanding of common topics brought up in customer feedback, helping fine-tune future campaigns.
Marketing & Marketing OpsLog client progress on boards.
When a new customer is created in Help Scout, Zapier adds the customer details as a new item in monday.com. This keeps sales teams updated on onboarding processes and ensures all client progress is reflected within existing workflows.
Sales Ops
