Help Scout + Yext
Integration + Automation

On-demand demo

Help Scout
+
Yext

Help Scout and Yext Solutions

Uses

Customer Success and Support

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

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

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create conversation

Create customer

Create note

Delete conversation

Get conversation

Yext

Yext

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create report

Get account

Get entity

Get max dates

Get review

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