Connect Help Scout and HubSpot
Integrate Help Scout with HubSpot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in HubSpot when Conversation Assigned in Help Scout
Update Company in HubSpot when Conversation Assigned in Help Scout
Search Company in HubSpot when Conversation Assigned in Help Scout
Get Owner by Email or by ID from HubSpot when Conversation Assigned in Help Scout
Create Company in HubSpot when Conversation Assigned in Help Scout
Popular Help Scout + HubSpot flows
Start from a real workflow other teams are already running.
Choose a trigger
Help Scout
When this happens...
Conversation Assigned
Tags Updated
Update Customer
Note Created
Tag Created
Choose an action
HubSpot
Automatically do this!
Create Contact
Update Company
Search Company
Get Owner by Email or by ID
Create Company
Create or Update Contact
Create Deal
Get Invoice Line Items
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
Find Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Create Engagement
Send Message
Create Contact in HubSpot when Conversation Assigned in Help Scout
Use this flowUpdate Company in HubSpot when Conversation Assigned in Help Scout
Use this flowSearch Company in HubSpot when Conversation Assigned in Help Scout
Use this flowGet Owner by Email or by ID from HubSpot when Conversation Assigned in Help Scout
Use this flowCreate Company in HubSpot when Conversation Assigned in Help Scout
Use this flowCreate or Update Contact in HubSpot when Conversation Assigned in Help Scout
Use this flowCreate Deal in HubSpot when Conversation Assigned in Help Scout
Use this flowGet Invoice Line Items from HubSpot when Conversation Assigned in Help Scout
Use this flowCreate Email Engagement in HubSpot when Conversation Assigned in Help Scout
Use this flowCreate Meeting Engagement in Hubspot when Conversation Assigned in Help Scout
Use this flowSupported Triggers & Actions
Everything you can automate between Help Scout and HubSpot.
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
Delete Company
Get notified if any company is deleted in your account.
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.
Create Contact
Create a new HubSpot contact using the provided contact properties (email is required). Returns the created contact record.
Update Company
Update selected HubSpot company properties for a given company ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Help Scout and HubSpot workflows.
Learn how to automate Help Scout and HubSpot workflows.
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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 moreSimilar apps
About HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Help Scout and HubSpot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Help Scout and HubSpot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach HubSpot. No coding required.
Yes. You can set up a workflow where Help Scout triggers actions in HubSpot, and a separate workflow where HubSpot triggers actions in Help Scout. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Help Scout and HubSpot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Help Scout and HubSpot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
