Help Scout and Delighted Integration

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Automatically trigger Delighted surveys after Help Scout ticket resolution to gauge customer satisfaction and identify areas for agent improvement. Latenode's low-code visual editor and affordable execution-based pricing makes automating this feedback loop simple, customizable, and scalable for any team.

Swap Apps

Help Scout

Delighted

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Help Scout and Delighted

Create a New Scenario to Connect Help Scout and Delighted

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Help Scout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Help Scout or Delighted will be your first step. To do this, click "Choose an app," find Help Scout or Delighted, and select the appropriate trigger to start the scenario.

Add the Help Scout Node

Select the Help Scout node from the app selection panel on the right.

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Help Scout

Configure the Help Scout

Click on the Help Scout node to configure it. You can modify the Help Scout URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Delighted Node

Next, click the plus (+) icon on the Help Scout node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.

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Delighted

Authenticate Delighted

Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.

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Configure the Help Scout and Delighted Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the Help Scout and Delighted Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that donโ€™t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Help Scout, Delighted, and any additional nodes, donโ€™t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking โ€œRun onceโ€ and triggering an event to check if the Help Scout and Delighted integration works as expected. Depending on your setup, data should flow between Help Scout and Delighted (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Help Scout and Delighted

Delighted + Help Scout + Slack: When a new negative response is received in Delighted, and that response is associated with a Help Scout user, a Slack message is sent to a designated channel.

Delighted + Help Scout + Jira: When a new response is received in Delighted with a low satisfaction score and the survey respondent is linked to a Help Scout conversation, a Jira ticket is created to address the negative feedback.

Help Scout and Delighted integration alternatives

About Help Scout

Automate Help Scout within Latenode to streamline support workflows. Automatically escalate urgent tickets, update customer profiles, and trigger proactive outreach based on support interactions. Centralize Help Scout data with other systems in visual workflows. Use AI and scripting for advanced routing or analysis.

About Delighted

Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI โ€” all without per-step costs.

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FAQ Help Scout and Delighted

How can I connect my Help Scout account to Delighted using Latenode?

To connect your Help Scout account to Delighted on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Help Scout and click on "Connect".
  • Authenticate your Help Scout and Delighted accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger surveys based on Help Scout ticket resolution?

Yes, you can! Latenode lets you automatically trigger Delighted surveys when a Help Scout ticket is resolved. This helps you gather feedback instantly, improving customer satisfaction insights.

What types of tasks can I perform by integrating Help Scout with Delighted?

Integrating Help Scout with Delighted allows you to perform various tasks, including:

  • Automatically triggering Delighted surveys after a Help Scout conversation closes.
  • Sending customer satisfaction scores from Delighted back to Help Scout as notes.
  • Creating Help Scout tickets based on negative feedback received in Delighted.
  • Updating customer properties in Help Scout based on Delighted survey responses.
  • Analyzing survey responses with AI insights and updating Help Scout conversations.

Can I customize survey triggers based on specific Help Scout tags?

Yes! Latenode's flexible logic allows customizing Delighted survey triggers based on Help Scout tags, ensuring targeted feedback collection.

Are there any limitations to the Help Scout and Delighted integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical Help Scout data might not be retroactively synced to Delighted.
  • Complex survey logic in Delighted might require custom JavaScript coding.
  • High volumes of tickets may require optimizing workflow execution for scale.

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