Infusionsoft (powered by Zapier)
Reach out to new contacts immediately and create fast connections with this Infusionsoft to Help Scout automation. Once set up, each time a contact is assigned to a new group, Zapier will create a new conversation via Help Scout. This integration helps you develop solid customer relationships with quick response times.
In this article
Getting your accounts ready
You will need:
To connect your Help Scout to Zapier, you will need an active account, and an active mailbox. For information on how to get started with Help Scout, including how to create a new mailbox, you can start here. You can learn more about getting started with Help Scout on Zapier, here.
To link your Infusionsoft account to Help Scout, you will need an active Infusionsoft account. To get started with Infusionsoft, go here. You can learn more about getting started with Infusionsoft on Zapier, here.
Connecting your accounts
Head over to the zap landing page and click on the Use this Zap button to get started.
Choose your Infusionsoft account from the list of accounts, or connect a new account.
To connect a new Infusionsoft account to your Zapier, simply login and click Allow on the pop-up window in the Zap when prompted.
Choose your Help Scout account from the list of accounts, or connect a new account.
To connect a new Help Scout account, you need to enter your API Key, found in your Help scout User Profile, when prompted in the pop-up window.
Select a Mailbox and an Assigned User for the Zap to use as triggers. Click Save + continue.
Test the Zap to make sure it works. Once you’re satisfied with the results, new Help Scout conversations will be created automatically whenever a contact is assigned to a new group in Infusionsoft.
Note: If you ever want to change this Help Scout and Infusionsoft integration, just go to your Zapier dashboard and tweak anything you’d like. You can also check out all that’s possible with Help Scout on Zapier, and other ways to connect Infusionsoft and Help Scout.