Act! 365 + HelpScout Integration

Connect Act! 365 to HelpScout - Automate your workflows in 1-click

Make use of Act! 365 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With HelpScout automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Combine the benefits of both with Integrately’s Act! 365 + HelpScout integration.

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Ready Workflows For Act! 365 + HelpScout Integration

Just click on the workflow you want to automate

Create HelpScout user for new Act! 365 contact

Act! 365 + HelpScout Integration

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Create Your Own Act! 365 & HelpScout Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New contact is created in Act! 365
Triggers the automation whenever a new contact is added
Conversion is created in HelpScout
Triggers the automation whenever a conversion occurs
Instant
Conversion tags are updated in HelpScout
Triggers the automation whenever conversion tags are updated
Instant
Conversation is assigned in HelpScout
Triggers the automation whenever someone is assigned to a conversation
Instant
Customer is created in HelpScout
Triggers the automation whenever a new customer is created

Create contact in Act! 365
Automatically adds a new contact to the database
Create conversation in HelpScout
Automatically start a new conversation with speicified recipients
Search conversation in HelpScout
Automatically searches for keywords within a conversation
Create customer in HelpScout
Automatically adds a new customer to the database
Search customer in HelpScout
Automatically locate and retrieve customer information
Add note in HelpScout
Automatically adds a note to the selected item
Update customer properties in HelpScout
Automatically updates customer information and properties based on particular criteria
Update customer in HelpScout
Automatically updates a customer's information
Search user in HelpScout
Automatically searches for a user
Send reply in HelpScout
Automatically sends a reply
Search mailbox in HelpScout
Automatically searches for a mailbox
Get week report in HelpScout
Automatically generates a report summarizing tasks completed and progress made in the past week
Get day report in HelpScout
Automatically retrieves and summarize daily activity and performance data for review
Get custom report in HelpScout
Automatically generates a personalized report based on particular criteria

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Act! 365 & HelpScout In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or HelpScout With 1200+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

Help Scout aims to make every customer service interaction a more human one. Using Help Scout, you can consolidate all your inboxes, create rich profiles of your customers and respond to users in real time from any device.

See HelpScout Integrations