With Zapier, you can easily send product feedback from Helpscout directly into your Harvestr inbox.
Prerequisites
In order to use our Zapier integration, all you need is:
a Zapier account
a Harvestr account
a Helspcout account
How to create a Zap between Harvestr and Helpscout
When you have your Harvestr, Helpscout and Zapier accounts ready, jump to the Zapier editor to create a Zap between Helpscout and Harvestr.
The following steps will help you create an Zap that will automatically push a Helspcout conversation to Harvestr each time you add a specific tag to this conversation.
The information that will be sent are :
the whole conversation's content
original customer email and name
the conversation link in Helspcout
1. Set up the Helpscout trigger
Select Helpscout as the trigger App.
Select Tags updated as the trigger.
Connect your Helpscout account.
In Edit options, put:
Mailbox (required) : the Mailbox(es) for which you want to import conversations to Harvestr
Assigned user (optionnal)
Tag (required): select the tag(s) that will need to be added to a conversation for the conversation to be automatically sent to Harvestr
Status (optionnal)
Custom fields (optionnal)
Important : some fields are compulsory, which means you have to give populate them with data coming from the app you set as a trigger OR give them a custom value of your choice. These fields are marked as (required) in Zapier. If they are left empty, you zap will not work.
Here is how it would look like with the basic set up:
When you are done with the set up of the Helpscout trigger, Zapier lets you test it with a sample message to see if it is working correctly.
After the test, set up the Create Message action for Harvestr.
2. Set up the Harvestr action
Select Harvestr as the action App.
Select Create Message as the action.
Connect your Harvestr account.
In the Edit template options, put:
In the action set up, you have to match the data collected from Helpscout for the trigger with the relevant fields in Harvestr.
The following Harvestr fields can be configured:
the source type (if you do not find the right name/type for your app, select "Note") (required)
the Sender email is the email of the customer who sent you feedback (required) : select "Primary Customer email"
the Sender name / the name of the customer who sent you feedback (required): select "Primary Customer first" and / or " Primary Customer last" to get the first and/or last name of your customer
(add a space between the two variables if you want them to be displayed as "First name Last Name" in Harvestr)Content / this is the actual feedback content that you will be able to categorize in Harvestr: select "Threads Body"
Title: add a title of your choice like "Feedback from Helpscout" with variables if you'd like to (date, customer name, etc.)
Message URL: select "Links to conversation in the web application" if you'd like to add the link of the Helpscout conversation in the newly created message in Harvestr
Here is how it would look like with the basic set up:
3. Test and Turn on your Zap
Once you are done with the set up, you will be able to "Sent Test to Harvestr" to check if the sample message is imported as expected.
Last but not least, do not forget to "Turn your Zap on" at the very end for the trigger to fire each time you will have the chosen tag(s) to a Helpscout conversation.