Connect Help Scout and Customer.io to Build Intelligent Automations
Choose a Trigger
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Choose an Action
Automatically do this!
List campaigns
Create manual segment
Delete a segment
Ready to use Help Scout and Customer.io automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Note Created
Triggers when a note is created
Tag Created
Triggers when tag is created
Customer Events
Triggers when Events are performed on customer
Do thisActions
Action is the task that follows automatically within your Help Scout integrations.
Delete Customer
This action deletes the customer .
Create Email
This actions creates a new email
Delete Email
Deletes the email of a customer.
Create Phone
This action creates the contact.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
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Frequently Asked Questions
To start, connect both your Help Scout and Customer.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in Customer.io (or vice versa).
Absolutely. You can customize how Help Scout data is recorded in Customer.io. This includes choosing which data fields go into which fields of Customer.io, setting up custom formats, and filtering out unwanted information.
The data sync between Help Scout and Customer.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Help Scout and Customer.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Learn MoreAbout Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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