Use Zapier to connect Help Scout and Asana
Manage your tasks and excel at customer relationships with this automation. Once set up, each time a new conversation is started in Help Scout, Zapier will create a new task in Asana. Now you can plan your day without sacrificing customer experience!
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 Help Scout to Asana, you will need an active Asana account. To learn about getting started with your Asana account, start here. For more information on using Asana with Zapier, you can go here.
Connecting your accounts
Head over to the zap landing page and click on the Use this Zap button to get started.
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 for the Zap to use.
Choose your Asana account from the list of accounts, or connect a new account.
On the next screen, you'll need to log in to Asana, then grant permission for Zapier to access your Asana account.
Workspace/Organization in which the Asana task will be created. Optionally, you may also wish to choose a
Project, as well as designate Help Scout fields for the
Notes of the created task. Click the
Save + Finish button when you're done.
Now test the Zap to make sure it works. Once you’re satisfied with the results, your new Help Scout conversations will create Asana tasks automatically.