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Help Scout + Salesforce Integrations

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Connect Help Scout to Salesforce
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Help Scout + your other apps
Salesforce + your other apps
FAQ

Help Scout + Salesforce integrations

Help Scout > Salesforce

Trigger

Last triggered

Conversation tags changed

Create record

Overview

Connect Help Scout to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Help Scout, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Help Scout and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Help Scout and Salesforce integrations in Relay.app

Use Relay.app's Help Scout integrations to trigger actions across your apps

Preview of Use any of these Help Scout actions in your Relay.app workflows

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Help Scout integrations to trigger actions across your apps

Use any of these Help Scout actions in your Relay.app workflows

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example Help Scout + Salesforce workflows

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Automatically create record in Salesforce for each conversation tags changed in Help Scout

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Reply to conversation automatically in Help Scout for each opportunity stage reached in Salesforce

Try it

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Update record automatically in Salesforce for each conversation tags changed in Help Scout

Try it

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Attach file to record automatically in Salesforce for each conversation tags changed in Help Scout

Try it

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Automatically find record(s) in Salesforce for each conversation tags changed in Help Scout

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Relay.app workflow screenshot: Summarize RSS Feed

Automatic Resume Parsing

Relay.app workflow screenshot: Automatic Resume Parsing

Help Scout Triggers

Mailbox

sell

Conversation tags changed

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Help Scout Actions

Mailbox

Reply to conversation

Create your own Help Scout + Salesforce integration

Select a trigger in Help Scout

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Help Scout

Select a trigger in Salesforce

Select an action in Help Scout

Create your workflow

Connect Help Scout to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Help Scout to Salesforce with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Help Scout or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Help Scout and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Help Scout to Salesforce?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Help Scout and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Help Scout + Salesforce integrations

Screenshots of Help Scout and Salesforce integrations in Relay.app

Example Help Scout + Salesforce workflows

Automatically create record in Salesforce for each conversation tags changed in Help Scout

Reply to conversation automatically in Help Scout for each opportunity stage reached in Salesforce

Update record automatically in Salesforce for each conversation tags changed in Help Scout

Attach file to record automatically in Salesforce for each conversation tags changed in Help Scout

Automatically find record(s) in Salesforce for each conversation tags changed in Help Scout

Inspirational workflows

Summarize RSS Feed

Automatic Resume Parsing

Create your own Help Scout + Salesforce integration

Or automate Salesforce + Help Scout

Connect Help Scout to your other apps

Or connect Salesforce to your other apps

FAQ

What is Relay.app?

How do I connect Help Scout to Salesforce with Relay.app?

Is Relay.app a Zapier alternative for connecting Help Scout to Salesforce?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?