Drift + HelpScout Integration

Integrate Drift to HelpScout in one click, or tell Integrately AI how you want each conversation handled. Capture visitor questions, create support conversations, update customer profiles, and keep your team aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Drift
    Email is identified in Drift Instant
  • Drift
    User reached goal in Drift Instant
  • Drift
    New Conversation is started in Drift Instant
  • Drift
    Conversation is pushed in Drift Instant
  • Drift
    Message is created in Drift Instant
  • HelpScout
    Agent is replied in HelpScout Instant
  • HelpScout
    Customer is replied in HelpScout Instant
  • HelpScout
    Conversion is created in HelpScout Instant
  • HelpScout
    Conversion tags are updated in HelpScout Instant
  • HelpScout
    Conversation is assigned in HelpScout Instant
  • HelpScout
    Customer is created in HelpScout
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2.
  • Drift
    Create Contact in Drift
  • Drift
    Update Contact in Drift
  • Drift
    Update contact via non-Drift Id in Drift
  • Drift
    Search contact by email in Drift
  • Drift
    Create Timeline Event in Drift
  • Drift
    Create Conversation in Drift
  • HelpScout
    Create conversation in HelpScout
  • HelpScout
    Search conversation in HelpScout
  • HelpScout
    Create customer in HelpScout
  • HelpScout
    Search customer in HelpScout
  • HelpScout
    Add note in HelpScout
  • HelpScout
    Update customer properties in HelpScout
  • HelpScout
    Update customer in HelpScout
  • HelpScout
    Search user in HelpScout
  • HelpScout
    Send reply in HelpScout
  • HelpScout
    Search mailbox in HelpScout
  • HelpScout
    Get week report in HelpScout
  • HelpScout
    Get day report in HelpScout
  • HelpScout
    Get custom report in HelpScout

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Ready WorkflowsReady Workflows   for Drift + HelpScout Integration

Capture chats, create support conversations, update customer records, alert your team, and sync details, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Drift + HelpScout flow

Turn chats and support tickets into CRM records, tasks, and team notifications. Pick a combination and activate it in one click.

Drift
HelpScout
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
StripeStripe (3)
D
H
S
Create a Salesforce contact for every new Drift conversation, and create a HelpScout conversation automatically.
New Drift conversations instantly create a HelpScout conversation and a Salesforce contact, eliminating manual data entry across teams.
H
D
S
When a HelpScout customer replies, update the timeline event in Drift and update the Salesforce contact record.
Customer replies in HelpScout trigger instant timeline updates in Drift and keep your Salesforce contact records current.
H
D
S
When a HelpScout conversation is assigned, update the contact in Drift and update the Salesforce record.
Assigned HelpScout conversations update Drift contact information and sync record details across Salesforce.
D
H
S
If a Drift user reaches a sales goal, create a HelpScout conversation and add a Salesforce contact.
High-intent Drift users automatically trigger HelpScout support tickets and new Salesforce contacts based on goal completion.

Supported triggers and actions for Drift and HelpScout

Mix and match to build the exact automation you need

Drift
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
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Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
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Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
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Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
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Instant
Message is created in Drift
Triggers the automation when a new message is created
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Create Contact in Drift
Adds a new contact to the database
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Update Contact in Drift
Updates contact information with new details
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Update contact via non-Drift Id in Drift
Updates a contact's information using a non-drift id
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Search contact by email in Drift
Finds and retrieves contact information using their email address
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Create Timeline Event in Drift
Creates a new timeline event
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Create Conversation in Drift
Start a new conversation with speicified recipients
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HelpScout
HelpScout Triggers & Actions
Instant
Agent is replied in HelpScout
Triggers the automation when an agent is replied
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Instant
Customer is replied in HelpScout
Triggers the automation when a customer is replied
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Instant
Conversion is created in HelpScout
Triggers the automation when a conversion occurs
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Instant
Conversion tags are updated in HelpScout
Triggers the automation when conversion tags are updated
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Instant
Conversation is assigned in HelpScout
Triggers the automation when someone is assigned to a conversation
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Customer is created in HelpScout
Triggers the automation when a new customer is created
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Create conversation in HelpScout
Start a new conversation with speicified recipients
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Search conversation in HelpScout
Searches for keywords within a conversation
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Create customer in HelpScout
Adds a new customer to the database
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Search customer in HelpScout
Locates and retrieves customer information
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Add note in HelpScout
Adds a note to the selected item
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Update customer properties in HelpScout
Updates customer information and properties based on particular criteria
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Update customer in HelpScout
Updates a customer's information
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Search user in HelpScout
Searches for a user
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Send reply in HelpScout
Sends a reply
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Search mailbox in HelpScout
Searches for a mailbox
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Get week report in HelpScout
Generates a report summarizing tasks completed and progress made in the past week
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Get day report in HelpScout
Retrieves and summarize daily activity and performance data for review
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Get custom report in HelpScout
Generates a personalized report based on particular criteria
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What can you automate with Drift + HelpScout?

Synchronise customer chats, streamline support workflows, update profiles, and keep your team informed across both platforms.

What you can automate?
💬
Convert website chats into support tickets
Every new conversation started in Drift instantly creates a corresponding conversation in HelpScout. Eliminate manual data entry and ensure every visitor inquiry becomes an active support ticket.
📋
Capture every submitted contact detail
Map identified emails and contact properties from Drift directly into rich customer profiles in HelpScout. Maintain complete customer histories without manual copying.
🔔
Alert team members the moment replies arrive
Notify your support staff instantly whenever a customer replies in HelpScout or starts a new chat in Drift. Ensure rapid response times and eliminate delayed follow-ups.
🔀
Route conversations based on user goals
Trigger different automated actions depending on whether a website visitor reaches a specific goal or submits particular criteria in Drift chats.
🔄
Keep customer profiles updated dynamically
Automatically synchronize contact updates, assignment changes, and timeline events between Drift and HelpScout as customer interactions progress.
🔍
Search and update existing records
Check for existing contacts and customer profiles before creating new entries, preventing duplicate records across your support and chat systems.
🏷️
Manage conversation tags and status changes
Update conversion tags, conversation assignments, and timeline events across platforms whenever support tickets change status.
📢
Extend workflows to team collaboration channels
Connect your Drift and HelpScout core flow to Slack to broadcast real-time alerts and keep your entire team in the loop.
And much more...

Who is Drift + HelpScout integration for?

Support and sales teams connecting Drift chats to HelpScout customer service workflows eliminate manual data entry and ensure faster customer resolutions.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Customer success teams
Customer success teams
Sales representatives
Sales representatives
Operations managers
Operations managers
📈
Performance marketers
You're running chat campaigns across multiple channels but your reporting dashboard only updates when someone manually exports conversations, so the conversion counts you're optimizing against are always a few hours behind — with this integration, every new conversation lands in your helpdesk instantly and your data stays current.
Customer support leads
You manage incoming visitor chats that require immediate ticket creation, but relying on manual hand-offs means high-priority inquiries sit unattended in chat logs — this integration means every chat generates a support ticket automatically so your team can respond without delay.
📊
Account managers
You answer to clients who want to see prompt follow-up on their inquiries, but scattered chat messages and support inboxes make tracking progress tedious — with this integration, every client interaction synchronizes seamlessly across both platforms so you can demonstrate active progress.
📥
Customer success teams
The volume of daily user questions is too high for anyone to keep up by hand, leading to missed messages and frustrated clients — automating both apps means every inquiry is captured and routed as a structured support ticket instantly.
🤝
Sales representatives
You own the closing step and depend on chat qualification data to hand over warm leads, but missing contact details stall your pipeline — connecting these apps means every qualified lead profile transfers directly into your support and CRM records without friction.
🗂️
Operations managers
You need a reliable history of customer interactions across chat and support channels, but manual record-keeping leaves persistent gaps in your audit trail — this integration means every conversation and reply logs automatically into unified profiles.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Drift + HelpScout

Build and manage your Drift + HelpScout automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Drift + HelpScout with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Drift to HelpScout?
Frequently Asked Questions
You can connect Drift to HelpScout in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your favorite support and CRM tools.
Can I automatically create HelpScout conversations from new Drift chats?
Frequently Asked Questions
Can I connect Drift, HelpScout, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Drift and HelpScout?
Frequently Asked Questions
How do I sync Drift contact updates to HelpScout?
Frequently Asked Questions
Can I trigger HelpScout updates when a Drift conversation starts?
Frequently Asked Questions
How do I automate workflows between Drift and HelpScout without coding?
Frequently Asked Questions
Is the Drift and HelpScout integration free?
Frequently Asked Questions
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