An automated workflow using zapier
Connects Mailchimp + Help Scout
Create Help Scout conversations from Mailchimp subscribers
About this workflow template
This automation scenario allows you to connect Mailchimp and Help Scout
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Mailchimp and Help Scout can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Mailchimp
New Subscriber in Mailchimp
Triggers when a new subscriber is added to an audience.
Then this action happens in Help Scout
Create Conversation in Help Scout
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Help Scout conversations from Mailchimp subscribers.
Part I
Configure Applications
First, we need to connect Mailchimp and Help Scout to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Mailchimp to Zapier.
Give Zapier access to your Mailchimp account, using Mailchimp credentials.
Connect Help Scout to Zapier.
Give Zapier access to your Help Scout account, using Help Scout credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Mailchimp
Choose the following trigger: New Subscriber (Triggers when a new subscriber is added to an audience.).
Then set up an Action for Help Scout
Choose this action: Create Conversation (Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Mailchimp and Help Scout.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Help Scout conversations from Mailchimp subscribers!
Related Automation Templates
Supported triggers and actions
New subscriber
Triggers when a new subscriber is added to an audience.
triggerbyzapieriftttautomateiopabbly-connectNew campaign
Triggers when a new campaign is created or sent.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew subscriber in segment or tag
Triggers when a subscriber is added to a segment or tag within an audience.
triggerbyzapierNew or updated subscriber
Triggers when a subscriber is added or updated in an audience.
triggerbyzapierNew unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
triggerbyzapierpabbly-connectNew customer
Triggers when a new customer is added to a selected store.
triggerbyzapierautomateiopipedream
Create conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
actionbyzapierintegratelyalbatoCreate customer
Creates a customer if it does not already exist.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Adds a note to existing conversation.
actionbyzapierautomateiointegratelypabbly-connectSend reply
Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.
actionbyzapierintegratelypabbly-connectFind customer
Finds customer by email.
actionbyzapierpabbly-connectGet week report
Get a user's support metrics for the current week.
actionbyzapierintegrately
Apps you need
Mailchimp is an all-in-one marketing platform that helps you design email newsletters, automate campaigns, track results and more. Grow your business smarter, faster and easier with Mailchimp.
Help Scout is a customer support platform ideal for businesses of all sizes. With a clutter-free interface, integrations, API, and a free iPhone app, Help Scout allows you to focus on delivering top-notch customer service with ease.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
