Help Scout + Salesforce Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Help Scout and Salesforce, enabling you to effortlessly connect the two apps.

Example integrations featuring Help Scout and Salesforce

Help Scout iconarrow_forwardSalesforce icon

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

Salesforce iconarrow_forwardHelp Scout icon

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

Create your own Help Scout + Salesforce integration

Connect Help Scout to Salesforce

Select a trigger in Help Scout
Select an action in Salesforce
Create your playbook

Or, connect Salesforce to Help Scout

Select a trigger in Salesforce
Select an action in Help Scout
Create your playbook

Do more with Help Scout and Salesforce in Relay.app

Relay makes it easy to integrate and automate your workflow between HelpScout and Salesforce. With Relay, you can seamlessly connect these two popular SaaS apps to streamline your customer support and sales processes. Here are a few use cases for combining HelpScout and Salesforce with Relay:

Personalized Customer Communication

Enhance your customer support by using Relay's Double Check Automations to personalize your email responses in HelpScout. Before an automation runs, a human can add customized input fields for each workflow run. This allows you to tailor your responses based on individual customer needs, improving customer satisfaction and engagement.

Automated Lead Generation

Combine the power of Salesforce's robust CRM capabilities with Relay's AI Autofill feature to automate lead generation. Use AI models like GPT to dynamically fill out information in Salesforce based on available context. Automatically generate leads with accurate and personalized data, saving time and increasing the efficiency of your sales team.

Take your integration game to the next level by connecting Relay with other SaaS apps in your tech stack. Unlock the potential of seamless collaboration between automations, AI models, and human touchpoints. Try Relay for free and experience the power of integrated workflows today.

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