Connect Help Scout to Salesforce

Use 7 documented Help Scout triggers to run 24 documented Salesforce actions.

7 source triggers

24 target actions

Reverse direction supported

Start Free Trial Browse Help Scout integrations

Why Connect Help Scout & Salesforce?

Start with a Help Scout event

Choose from 7 documented triggers, including Conversation Status Updated (Instant), New Agent Reply (Instant), New Conversation Assigned (Instant).

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

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

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation