Integrate Help Scout with Retently

Trigger NPS/CSAT surveys after support tickets are resolved, sync customer support history and contact details, and use feedback scores to improve customer service strategies.

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About Help Scout

Help Scout provides a help desk solution for small businesses that allows users to manage customer inquiries through various support channels. It enables the addition of notes to conversations, customer management, and reporting on support metrics.

Help Scout logoRetently

Help Scout to Retently

1

Conversation Assigned

Triggers when a conversation is assigned to agent.
2

New Customer

Triggers when a new customer is added.
3

Conversation Created

Triggers when a new conversation is created.
4

Tags Updated

Triggers when conversation tags are updated.
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Retently to Help Scout

1

Add Note

Adds a note to existing conversation.
2

Create Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
3

Update Customer Properties

Updates a customer's properties.
4

Find Customer

Finds customer by email.
5

Find User

Finds user by email.
6

Get Day Report

Gets a user's support metrics for the current day.
7

Find or Create Conversation

Finds or creates a conversation.
8

Create Conversation

Creates a conversation including tags and custom fields (only with Help Scout's Plus plan).
9

Send Reply

Replies to a conversation. Sends actual email to the customer.
10

Find Conversation

Finds existing conversation using the supplied values.
11

Find Mailbox

Finds mailbox by name.
12

Get Custom Report

Gets a user's support metrics over a given time range.
13

Get Week Report

Gets a user's support metrics for the current week.
14

Find or Create Customer

Finds or creates a customer.

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