Integrate Agile CRM with Help Scout
Send information between Agile CRM and Help Scout automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Help Scout using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
Mailbox added
Triggers when a new mailbox is added
Conversation assigned
Triggers when a conversation is assigned to a specified user
Customer added
Triggers when a new customer is added
Conversation created
Triggers when a new conversation is created
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Create customer
Creates a customer if it does not already exist
Create conversation to customer.
Creates a new conversation to a customer from a user
Create conversation from customer
Creates a new conversation from a customer
Find customer
Finds customer by email address
Find user
Finds user by email address
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is Help Scout?
Help Scout is a help desk software application which provides an email-based customer support platform, knowledge base tool, and search tools for customer service professionals.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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