Add new SamCart customers to Help Scout

First, we need to connect SamCart and Help Scout to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect SamCart to Zapier.

  Give Zapier access to your SamCart account, using SamCart credentials.

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  Connect Help Scout to Zapier.

  Give Zapier access to your Help Scout account, using Help Scout credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for SamCart

  Choose the following trigger: New Order (Triggers when a new order is made in SamCart.).

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  Then set up an Action for Help Scout

  Choose this action: Create Customer (Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between SamCart and Help Scout.

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  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 Add new SamCart customers to Help Scout!