Help Scout + Salesforce
Integration + Automation

On-demand demo

Help Scout
+
Salesforce

Help Scout and Salesforce Solutions

Uses

Customer Success and Support, Marketing, Sales

Business professionals that want to integrate Help Scout with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on Help Scout support

mike atwood

The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood Executive Director of Client Success
Help Scout

Help Scout

Connection Type

Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create conversation

Create customer

Create note

Delete conversation

Get conversation

Salesforce

Salesforce

Connection Type

Tray Connector

Triggers

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

Operations

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

What would you like to connect?