Help Scout and Salesflare

Customer Support helpscout.com ↗

How to connect Help Scout

Via Zapier — 18 operations available. Set it up ↗
Via Make — 41 modules available. Set it up ↗

What you can automate

When new Customer in Help Scout, find or create account, then find or create contact, then add contact to account in Salesflare.

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.

Help Scout operations on Zapier

Triggers (4)

Start a workflow when this happens

Conversation Assigned — Triggers when a conversation is assigned to an agent.
Conversation Created — Triggers when a new conversation is created.
New Customer — Triggers when a new customer is added.
Tags Updated — Triggers when conversation tags are updated.

Actions (7)

Things Salesflare can make it do

Add Note — Adds a note to existing conversation.
Create Conversation — Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Create Customer — Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Find or Create Conversation — Find or Create Conversation
Find or Create Customer — Find or Create Customer

Show 2 more actions

Send Reply — Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.
Update Customer Properties — Updates a customer's properties.

Searches (7)

Look up existing records

Find Conversation — Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Find Customer — Finds customer by email.
Find Mailbox — Find mailbox by name.
Find User — Finds user by email.
Get Custom Report — Get a user's support metrics over a given time range.

Show 2 more searches

Get Day Report — Get a user's support metrics for the current day.
Get Week Report — Get a user's support metrics for the current week.

Help Scout operations on Make

Triggers (3)

Start a workflow when this happens

Watch Conversations — Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).
Watch Customers — Triggers when a customer is created.
Watch Satisfaction Rating — Triggers when a satisfaction rating is received.

Actions (30)

Things Salesflare can make it do

Create a Chat Handle — Creates a new chat handle for an existing customer.
Create a Conversation — Creates a conversation in a mailbox with at least one thread.
Create a Customer — Creates a new customer.
Create a Phone — Creates a new phone number for an existing customer.
Create a Social Profile — Creates a new social profile for an existing customer.

Show 25 more actions

Create a Thread — Creates a new thread of chat, customer, note, phone, and reply.
Create a Website — Creates a new website for an existing customer.
Create an Email — Creates a new email for an existing customer
Create/Update an Address — Creates or updates an address for an existing customer.
Delete Social Profile — Deletes a social profile of a customer.
Delete a Chat Handle — Deletes a chat handle of a customer.
Delete a Conversation — Deletes a conversation.
Delete a Phone — Deletes a phone number of a customer.
Delete a Website — Deletes a website of a customer.
Delete an Address — Deletes an address of a customer.
Delete an Email — Deletes an email of a customer.
Get a Conversation — Gets information about a conversation by ID.
Get a Customer — Gets information about a customer by ID.
Get a Mailbox — Gets information about a mailbox by ID.
Get an Address — Gets the address of a customer with a given ID.
Make an API Call — Performs an arbitrary authorized API call.
Update Customer Properties — Updates customer properties.
Update a Chat Handle — Updates a chat handle of a customer.
Update a Conversation — Updates conversation data.
Update a Customer — Updates customer data.
Update a Phone — Updates a phone number of a customer.
Update a Social Profile — Updates a social profile of a customer.
Update a Thread — Updates an existing thread.
Update a Website — Updates a website of a customer.
Update an Email — Updates an email of a customer.