Help Scout and Zoho Desk Integration

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Unify customer support insights by connecting Help Scout and Zoho Desk. Route data, sync agent assignments, and centralize reporting with Latenode’s visual editor. Scale affordably and customize workflows with JavaScript.

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Help Scout

Zoho Desk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Help Scout and Zoho Desk

Create a New Scenario to Connect Help Scout and Zoho Desk

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 Zoho Desk will be your first step. To do this, click "Choose an app," find Help Scout or Zoho Desk, 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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Help Scout

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Connect Help Scout

Sign In

Run node once

Add the Zoho Desk Node

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

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Help Scout

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Zoho Desk

Authenticate Zoho Desk

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

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Help Scout

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Zoho Desk

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Connect Zoho Desk

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Run node once

Configure the Help Scout and Zoho Desk 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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Zoho Desk Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Help Scout and Zoho Desk 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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Trigger on Webhook

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Save and Activate the Scenario

After configuring Help Scout, Zoho Desk, 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 Zoho Desk integration works as expected. Depending on your setup, data should flow between Help Scout and Zoho Desk (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 Zoho Desk

Help Scout + Zoho Desk + Slack: When a new conversation is started in Help Scout, this automation creates a new ticket in Zoho Desk and sends a message to a Slack channel to notify the support team.

Help Scout + Zoho Desk + Google Sheets: Whenever a new conversation is started in Help Scout or a new ticket is created in Zoho Desk, a new row is added to a Google Sheet to track ticket resolution times from both platforms.

Help Scout and Zoho Desk 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 Zoho Desk

Integrate Zoho Desk with Latenode to automate support workflows. Automatically create tickets from specific events, update customer data across systems, or trigger custom actions based on ticket status. Use Latenode's visual editor and no-code tools to streamline processes and improve response times, scaling your support operations without code.

See how Latenode works

FAQ Help Scout and Zoho Desk

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

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

Can I sync customer data bidirectionally?

Yes, you can! Latenode’s advanced data mapping ensures seamless, two-way sync. Keep customer profiles updated across both platforms for better insights and personalized support.

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

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

  • Automatically creating Zoho Desk tickets from new Help Scout conversations.
  • Syncing customer contact information between Help Scout and Zoho Desk.
  • Updating Help Scout conversations when a linked Zoho Desk ticket is resolved.
  • Triggering custom notifications in Slack for critical support events.
  • Using AI to summarize Help Scout conversations and update Zoho Desk tickets.

Can I use JavaScript to customize the data transformation?

Yes! Latenode allows custom JavaScript code to transform data, ensuring accurate data mapping between Help Scout and Zoho Desk.

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

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

  • Complex custom fields in either Help Scout or Zoho Desk might require manual mapping.
  • Rate limits imposed by Help Scout and Zoho Desk APIs may affect large data transfers.
  • Real-time synchronization depends on the API availability of both platforms.

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