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How to connect Kommo and Help Scout
Create a New Scenario to Connect Kommo and Help Scout
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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Help Scout will be your first step. To do this, click "Choose an app," find Kommo or Help Scout, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Help Scout Node
Next, click the plus (+) icon on the Kommo node, select Help Scout from the list of available apps, and choose the action you need from the list of nodes within Help Scout.
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Authenticate Help Scout
Now, click the Help Scout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Help Scout settings. Authentication allows you to use Help Scout through Latenode.
Configure the Kommo and Help Scout Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Kommo and Help Scout 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 Kommo, Help Scout, 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 Kommo and Help Scout integration works as expected. Depending on your setup, data should flow between Kommo and Help Scout (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Kommo and Help Scout
Kommo + Help Scout + Slack: When a new deal is created in Kommo and a new conversation is started in Help Scout, a message is sent to a designated Slack channel to notify the team.
Help Scout + Kommo + Google Sheets: Log new Help Scout conversations, along with any associated Kommo contact details, into a Google Sheets spreadsheet for reporting and analysis.
Kommo and Help Scout integration alternatives
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.
Related categories
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.
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See how Latenode works
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FAQ Kommo and Help Scout
How can I connect my Kommo account to Help Scout using Latenode?
To connect your Kommo account to Help Scout on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Help Scout accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Help Scout tickets from new Kommo leads?
Yes, you can! Latenode allows you to trigger Help Scout ticket creation upon new Kommo lead entries, ensuring your support team is always in the loop. This streamlines communication and improves response times.
What types of tasks can I perform by integrating Kommo with Help Scout?
Integrating Kommo with Help Scout allows you to perform various tasks, including:
- Create Help Scout tickets when a new deal reaches a specific Kommo stage.
- Update Kommo contacts when a Help Scout conversation is closed.
- Send Kommo messages based on Help Scout conversation status.
- Automatically tag Help Scout conversations based on Kommo deal information.
- Sync customer data between Kommo and Help Scout in real-time.
Can I use JavaScript code to transform data between Kommo and Help Scout?
Yes! Latenode supports JavaScript code blocks, allowing you to format and manipulate data for seamless integration between Kommo and Help Scout.
Are there any limitations to the Kommo and Help Scout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time updates depend on the API limits of Kommo and Help Scout.
- Initial setup requires a basic understanding of both Kommo and Help Scout APIs.
