Connect Help Scout and Insightly
Integrate Help Scout with Insightly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record in Insightly when Conversation Assigned in Help Scout
Update Record in Insightly when Conversation Assigned in Help Scout
List Contact in Insightly when Conversation Assigned in Help Scout
List Emails from Insightly when Conversation Assigned in Help Scout
List Events from Insightly when Conversation Assigned in Help Scout
Popular Help Scout + Insightly 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
Insightly
Automatically do this!
Create Record
Update Record
List Contact
List Emails
List Events
List Leads
List Lead Sources
List Lead Statuses
List Milestones
List Notes
List Opportunities
List Organisations
List Pipelines
List Pipeline Stages
List Projects
List Relationships
List Tasks
List Team Members
List Teams
List Users
Create Record in Insightly when Conversation Assigned in Help Scout
Use this flowUpdate Record in Insightly when Conversation Assigned in Help Scout
Use this flowList Contact in Insightly when Conversation Assigned in Help Scout
Use this flowList Emails from Insightly when Conversation Assigned in Help Scout
Use this flowList Events from Insightly when Conversation Assigned in Help Scout
Use this flowList Leads from Insightly when Conversation Assigned in Help Scout
Use this flowList Lead Sources from Insightly when Conversation Assigned in Help Scout
Use this flowList Lead Statuses from Insightly when Conversation Assigned in Help Scout
Use this flowList Milestones from Insightly when Conversation Assigned in Help Scout
Use this flowList Notes from Insightly when Conversation Assigned in Help Scout
Use this flowSupported Triggers & Actions
Everything you can automate between Help Scout and Insightly.
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
New or Updated Contact
Triggers when a new contact is created or updated.
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 Record
Creates a Record.
Update Record
Updates a Record
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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AI will build it for you
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.
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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 Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Help Scout and Insightly 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 Insightly 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 Insightly. No coding required.
Yes. You can set up a workflow where Help Scout triggers actions in Insightly, and a separate workflow where Insightly 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 Insightly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Help Scout and Insightly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
