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Connect Help Scout to Microsoft Teams

Automate workflows and sync data between Help Scout and Microsoft Teams with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Help Scout & Microsoft Teams?

Intelligent Automation Workflows

Leverage 7 available triggers from Help Scout to execute 12 targeted actions in Microsoft Teams automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Help Scout and Microsoft Teams perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Help Scout and Microsoft Teams for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Help Scout logo

Help Scout

Triggers (7)

Conversation Status Updated (Instant)

Emit new event when a conversation has its status updated. See the documentation

webhook
New Agent Reply (Instant)

Emit new event when an agent replies to a conversation.

webhook
New Conversation Assigned (Instant)

Emit new event when a conversation is assigned to an agent. See the documentation

webhook
New Conversation Created (Instant)

Emit new event when a new conversation is created.

webhook
New Customer Added (Instant)

Emit new event when a new customer is added.

webhook
New Customer Reply (Instant)

Emit new event when a customer replies to a conversation.

webhook
New Note Created (Instant)

Emit new event when a note is added to a conversation.

webhook

Actions (12)

Add Note to Conversation

Adds a note to an existing conversation in Help Scout. See the documentation

Create Customer

Creates a new customer record in Help Scout. See the documentation

Get Conversation Details

Retrieves the details of a specific conversation. See the documentation

Get Conversation Threads

Retrieves the threads of a specific conversation. See the documentation

Get Tag by ID

Gets a tag by its ID. See the documentation

List Conversation ID Options

Retrieves available options for the Conversation ID field.

List Customer ID Options

Retrieves available options for the Customer ID field.

List Tag ID Options

Retrieves available options for the Tag ID field.

List Tags

Lists all tags in Help Scout. See the documentation

List User ID Options

Retrieves available options for the User ID field.

Send Reply

Sends a reply to a conversation. Be careful as this sends an actual email to the customer. See the documentation

Update Conversation

Updates a conversation. See the documentation

Microsoft Teams logo

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling
New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling
New Chat

Emit new event when a new chat is created. See the documentation

polling
New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling
New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling
New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Help Scout trigger → Create/Update in Microsoft Teams

Most Popular
Help ScoutHelp Scout

Conversation Status Updated (Instant)

Microsoft TeamsMicrosoft Teams

Create Channel

When Microsoft Teams trigger → Update Help Scout

Bi-directional
Microsoft TeamsMicrosoft Teams

New Channel

Help ScoutHelp Scout

Add Note to Conversation

How It Works

1

Connect Apps

Authenticate your Help Scout and Microsoft Teams accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Help Scout and Microsoft Teams with 13 public triggers available for instant updates.

Automated Actions

Execute 24 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Help Scout and Microsoft Teams in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Help Scout and Microsoft Teams with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Microsoft Teams logoHelp Scout logo

Reverse Integration Available

Also connect Microsoft Teams to Help Scout for bidirectional automation

View Integration
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All Help Scout Integrations

Explore all available Help Scout connections

View All Integrations
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All Microsoft Teams Integrations

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View All Integrations

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