Microsoft Office 365 + HelpScout Integration

Integrate HelpScout to Microsoft Office 365 in one click, or tell Integrately AI how you want each customer handled. Create contacts from customer sign-ups, send follow-up emails, update contact details, and log interactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • 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.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • 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 Workflows Ready Workflows for HelpScout + Microsoft Office 365 Integration

Capture customer details, sync contacts, update email records, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your HelpScout + Microsoft Office 365 flow

Route support data to your CRM, log interactions in spreadsheets, notify teams, and trigger follow-up campaigns. Pick a combination and activate it in one click.

Microsoft Office 365
HelpScout
+
SlackSlack (8)
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Microsoft ExcelMicrosoft Excel (8)
+
Jira Software CloudJira Software Cloud (8)
+
TrelloTrello (8)
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SalesforceSalesforce (8)
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MailchimpMailchimp (8)
H
M
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Create a Microsoft Office 365 contact for every new HelpScout customer, and notify your sales team in Slack.
New HelpScout customers appear as contacts in Microsoft Office 365 instantly while your sales channel hears about it in Slack, so nobody re-types contact details.
M
H
S
When an email is received in Microsoft Office 365, create a conversation in HelpScout and alert your support team in Slack.
Important emails arriving in Microsoft Office 365 automatically open new conversations in HelpScout and notify your support channel in Slack.
H
M
S
When a HelpScout conversation is assigned, update the Microsoft Office 365 contact and post the assignment in Slack.
Assigned HelpScout conversations update contact ownership in Microsoft Office 365 and notify the right person in Slack.
M
H
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Create a HelpScout customer profile for every new Microsoft Office 365 contact, and announce it in Slack.
New Microsoft Office 365 contacts immediately generate customer profiles in HelpScout and notify your team in Slack.
H
M
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If a HelpScout conversion tag is updated, send a follow-up email via Microsoft Office 365 and notify your team in Slack.
Tagged conversations in HelpScout trigger automated Microsoft Office 365 emails and post status updates in Slack.
M
H
S
When a Microsoft Office 365 calendar event ends, add a note in HelpScout and post the summary in Slack.
Completed meetings in Microsoft Office 365 automatically log notes in HelpScout and update your team channel in Slack.
H
M
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Use Claude to summarise every new HelpScout customer message, create a Microsoft Office 365 contact, and post the brief in Slack.
Claude summarises incoming customer messages in HelpScout before creating a Microsoft Office 365 contact and posting the brief in Slack.
H
M
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When a HelpScout customer is created, create a Microsoft Office 365 contact, create a Trello card, and notify your team in Slack.
New HelpScout customers generate Microsoft Office 365 contacts and Trello onboarding cards while alerting your team in Slack.

Supported triggers and actions for Microsoft Office 365 and HelpScout

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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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 HelpScout + Microsoft Office 365?

Streamline your customer support and office workflows by connecting HelpScout triggers directly to Microsoft Office 365 actions.

What you can automate?
🔄
Sync new customers into contacts automatically
Every time a customer is created in HelpScout, a matching contact record is generated in Microsoft Office 365 instantly. Manual copy-pasting is completely eliminated from your daily workflow.
📋
Capture every submitted field and detail
Map complete customer profiles, names, email addresses, and metadata across both platforms instead of just basic identifiers. Your contact database remains comprehensive and ready for use.
🔔
Alert the right team member the moment it happens
Trigger instant notifications in messaging apps or via email whenever important support conversations are assigned or updated. No team member ever misses a critical customer update.
🔀
Route records based on submitted tags and data
Perform different actions depending on specific conversion tags or customer properties submitted in HelpScout. Automated conditional logic sends the right data to the right place every time.
✏️
Keep contact records up to date as things change
When customer properties or conversation assignments are updated in HelpScout, matching contact records in Microsoft Office 365 update automatically. Your directory never goes out of sync.
🛡️
Add or update instead of creating duplicate records
Search existing directories before creating new entries to ensure clean contact lists. Unwanted duplicate contacts are prevented across both HelpScout and Microsoft Office 365.
📅
Handle calendar events and meeting follow-ups
When calendar events end or update in Microsoft Office 365, automatically log notes into HelpScout customer profiles. Support histories stay perfectly aligned with your schedule.
💬
Extend your workflow to team communication apps
Connect your HelpScout and Microsoft Office 365 flow to Slack to broadcast updates, alert support staff, and keep cross-functional teams informed in real time.
And much more...

Who is HelpScout + Microsoft Office 365 integration for?

Connecting HelpScout and Microsoft Office 365 eliminates manual data entry between support tickets and office contact lists, helping teams stay organised.

Customer support managers
Customer support managers
Helpdesk agents
Helpdesk agents
Client success leads
Client success leads
Operations directors
Operations directors
Account executives
Account executives
Support supervisors
Support supervisors
📈
Customer support managers
You rely on accurate reporting to track ticket volumes and team performance, but manual contact exports mean your figures are always outdated — with this integration, every new customer is logged instantly and your reporting data stays current.
Helpdesk agents
You need to act fast when urgent client emails arrive, but switching between separate inbox tools causes frustrating delays — connecting these apps means every email is processed immediately and urgent replies reach users on time.
🤝
Client success leads
You answer to key stakeholders who demand regular progress updates on account activities, but gathering scattered records takes hours — with this integration, all customer touchpoints are unified automatically.
🌊
Operations directors
Your ticket volume is too high for anyone to keep contact directories updated by hand without making mistakes — automating both apps means contact records sync effortlessly and human errors disappear.
🔄
Account executives
You depend on support teams to hand over client details before scheduling follow-up meetings, but manual hand-offs often fall through the cracks — this integration means contact data transfers the moment a profile is created.
🗂️
Support supervisors
You need a reliable history of every client interaction for compliance and audits, but manual logging leaves frustrating gaps — automating both apps means every conversation and contact update is recorded without exception.
Our team

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

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Why choose Integrately to automate Microsoft Office 365 + HelpScout

Build and manage your Microsoft Office 365 + 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 Microsoft Office 365 + 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
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2
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect HelpScout to Microsoft Office 365?
Frequently Asked Questions
You can connect HelpScout to Microsoft Office 365 in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Slack, Microsoft Excel, and 1,500+ other apps.
Can I automatically create Microsoft Office 365 contacts when new HelpScout customers sign up?
Frequently Asked Questions
Can I connect HelpScout, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HelpScout and Microsoft Office 365?
Frequently Asked Questions
How does HelpScout data sync with Microsoft Office 365?
Frequently Asked Questions
Can Microsoft Office 365 emails create HelpScout conversations?
Frequently Asked Questions
Do I need coding skills to automate HelpScout and Microsoft Office 365?
Frequently Asked Questions
Is the HelpScout and Microsoft Office 365 integration free?
Frequently Asked Questions
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