Connect Help Scout and Smartlead AI 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 all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
Ready to use Help Scout and Smartlead AI automations
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
Lead Unsubscribed
Triggers when a lead is unsubscribed
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 all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
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Frequently Asked Questions
To start, connect both your Help Scout and Smartlead AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in Smartlead AI (or vice versa).
Absolutely. You can customize how Help Scout data is recorded in Smartlead AI. This includes choosing which data fields go into which fields of Smartlead AI, setting up custom formats, and filtering out unwanted information.
The data sync between Help Scout and Smartlead AI 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 Smartlead AI. 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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
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