Skip to main content

Helpscout integration (with Zapier)

How to get customer feedback from Helpscout to Harvestr with Zapier

Written by Marina Salmon

With Zapier, you can send product feedback from Helpscout directly into your Harvestr inbox.

There is no native Helpscout integration. This recipe runs through Zapier, so a Zapier account is required. If you'd rather use a support tool with a native Harvestr integration, see Zendesk, Intercom, or Freshdesk.

Prerequisites

  • a Zapier account

  • a Harvestr Editor account

  • a Helpscout account

What this Zap does

The steps below create a Zap that pushes a Helpscout conversation to Harvestr each time a specific tag is added to it.

What gets sent:

  • the whole conversation content

  • the original customer's email and name

  • a link back to the conversation in Helpscout

Start from the Zapier editor.

1. Set up the Helpscout trigger

  1. Select Helpscout as the trigger app.

  2. Select Tags updated as the trigger event.

  3. Connect your Helpscout account.

In the options, set:

  • Mailbox (required) — the mailbox or mailboxes whose conversations you want in Harvestr

  • Tag (required) — the tag that, once added to a conversation, sends it to Harvestr

  • Assigned user, Status, and Custom fields are all optional

Required fields must be filled. Every field marked (required) in Zapier needs either data mapped from the trigger app or a custom value of your choice. Leaving one empty means the Zap won't run.

Here's how it looks with a basic setup:

Zapier lets you test the trigger with a sample conversation before moving on.

2. Set up the Harvestr action

  1. Select Harvestr as the action app.

  2. Select Create Message as the action.

  3. Connect your Harvestr account.

Then map the Helpscout data onto the Harvestr fields:

Harvestr field

What to map

Source type (required)

Select Note if there's no better match

Requester email (required)

Select Primary Customer email — the customer who sent the feedback

Requester name (required)

Select Primary Customer first and Primary Customer last. Add a space between the two variables so it reads "First Last" in Harvestr.

Content

Select Threads Body — the feedback you'll categorize in Harvestr

Title

Something like "Feedback from Helpscout", with variables if you want (date, customer name, etc.)

Message URL

Select Links to conversation in the web application to link back to Helpscout

Here's how it looks with a basic setup:

3. Test and turn on your Zap

Use Send test to Harvestr to check the sample conversation imports as expected.

Then turn your Zap on, so the trigger fires each time the chosen tag is added to a Helpscout conversation.

Did this answer your question?