Help Scout and Kommo Integration

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Help Scout

Kommo

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Help Scout and Kommo

Create a New Scenario to Connect Help Scout and Kommo

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – 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 Kommo will be your first step. To do this, click "Choose an app," find Help Scout or Kommo, 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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Run node once

Add the Kommo Node

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

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Authenticate Kommo

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

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Sign In

Run node once

Configure the Help Scout and Kommo 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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Run node once

Set Up the Help Scout and Kommo 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 don’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, Kommo, and any additional nodes, don’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 “Run once” and triggering an event to check if the Help Scout and Kommo integration works as expected. Depending on your setup, data should flow between Help Scout and Kommo (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 Kommo

Help Scout + Kommo + Slack: When a Help Scout conversation is resolved, the automation retrieves the associated contact in Kommo and updates it. Then, a message is sent to a specified Slack channel summarizing the interaction.

Kommo + Help Scout + Google Sheets: When a new lead is created in Kommo, a new Help Scout conversation is created. The details of the new lead and the Help Scout ticket are then logged in a new row in a Google Sheet.

Help Scout and Kommo 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 Kommo

Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.

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FAQ Help Scout and Kommo

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

To connect your Help Scout account to Kommo 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 Kommo accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Kommo deals from Help Scout conversations?

Yes, you can! Latenode's visual editor makes this easy, ensuring your sales team always has the latest customer interaction data. Automate deal stage updates based on conversation analysis.

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

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

  • Create a Kommo contact from new Help Scout customer.
  • Update Kommo deal stage when Help Scout ticket is closed.
  • Send Help Scout conversation transcripts to Kommo notes.
  • Trigger a Kommo task when a Help Scout tag is applied.
  • Automatically log Help Scout support requests in Kommo.

How does Latenode handle custom fields in Help Scout when syncing data?

Latenode provides advanced field mapping, including support for custom fields. Use expressions and JavaScript to handle complex data transformations.

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

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

  • Historical data migration requires custom workflow design.
  • Complex data transformations might require JavaScript knowledge.
  • API rate limits of Help Scout and Kommo may affect performance.

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