Teamwork CRM + HelpScout Integration

Integrate HelpScout to Teamwork CRM in one click, or tell Integrately AI how you want each customer handled. Capture incoming details, create deals, log customer properties, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • HelpScout
    Agent is replied in HelpScout Instant
  • HelpScout
    Customer is replied in HelpScout Instant
  • HelpScout
    Conversion is created in HelpScout Instant
  • HelpScout
    Conversion tags are updated in HelpScout Instant
  • HelpScout
    Conversation is assigned in HelpScout Instant
  • HelpScout
    Customer is created in HelpScout
Arrow Right
2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • HelpScout
    Create conversation in HelpScout
  • HelpScout
    Search conversation in HelpScout
  • HelpScout
    Create customer in HelpScout
  • HelpScout
    Search customer in HelpScout
  • HelpScout
    Add note in HelpScout
  • HelpScout
    Update customer properties in HelpScout
  • HelpScout
    Update customer in HelpScout
  • HelpScout
    Search user in HelpScout
  • HelpScout
    Send reply in HelpScout
  • HelpScout
    Search mailbox in HelpScout
  • HelpScout
    Get week report in HelpScout
  • HelpScout
    Get day report in HelpScout
  • HelpScout
    Get custom report in HelpScout

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Ready Workflows Ready Workflows for HelpScout + Teamwork CRM Integration

Capture customer support details, create sales deals, update properties, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your HelpScout + Teamwork CRM flow

Sync customer interactions with messaging, email, payment, marketing, scheduling, and storage platforms to keep your entire business aligned. Pick a combination and activate it in one click.

Teamwork CRM
HelpScout
+
SlackSlack (5)
+
GmailGmail (5)
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
CalendlyCalendly (5)
+
Google DriveGoogle Drive (5)
H
T
S
Create a Teamwork CRM deal for every new HelpScout customer, and notify your sales channel in Slack
New HelpScout customers instantly trigger a deal in Teamwork CRM and alert your sales team in Slack, eliminating manual handoffs.
T
H
S
When a Deal is created in Teamwork CRM, add a note in HelpScout and post an update in Slack
Keep support agents informed by sending Teamwork CRM deal creation events straight to HelpScout and notifying Slack.
T
H
S
If a Deal is updated in Teamwork CRM, update customer properties in HelpScout and alert your team in Slack
Synchronize deal updates from Teamwork CRM to HelpScout customer profiles while keeping your team updated in Slack.
H
T
S
When a conversation is assigned in HelpScout, search for the matching deal in Teamwork CRM and notify Slack
Match HelpScout conversation assignments with Teamwork CRM deals and announce the handoff in Slack.
T
H
S
When a Company is created in Teamwork CRM, create a customer in HelpScout and broadcast it in Slack
New Teamwork CRM companies automatically generate HelpScout customer profiles with team announcements in Slack.

Supported triggers and actions for Teamwork CRM and HelpScout

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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HelpScout
HelpScout Triggers & Actions
Instant
Agent is replied in HelpScout
Triggers the automation when an agent is replied
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Instant
Customer is replied in HelpScout
Triggers the automation when a customer is replied
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Instant
Conversion is created in HelpScout
Triggers the automation when a conversion occurs
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Instant
Conversion tags are updated in HelpScout
Triggers the automation when conversion tags are updated
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Instant
Conversation is assigned in HelpScout
Triggers the automation when someone is assigned to a conversation
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Customer is created in HelpScout
Triggers the automation when a new customer is created
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Create conversation in HelpScout
Start a new conversation with speicified recipients
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Search conversation in HelpScout
Searches for keywords within a conversation
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Create customer in HelpScout
Adds a new customer to the database
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Search customer in HelpScout
Locates and retrieves customer information
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Add note in HelpScout
Adds a note to the selected item
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Update customer properties in HelpScout
Updates customer information and properties based on particular criteria
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Update customer in HelpScout
Updates a customer's information
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Search user in HelpScout
Searches for a user
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Send reply in HelpScout
Sends a reply
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Search mailbox in HelpScout
Searches for a mailbox
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Get week report in HelpScout
Generates a report summarizing tasks completed and progress made in the past week
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Get day report in HelpScout
Retrieves and summarize daily activity and performance data for review
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Get custom report in HelpScout
Generates a personalized report based on particular criteria
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What can you automate with HelpScout + Teamwork CRM?

Streamline your customer support and sales pipelines with powerful automated workflows designed to eliminate manual tasks.

What you can automate?
🔄
Sync HelpScout customers into Teamwork CRM deals
Automatically create a new deal in Teamwork CRM the moment a customer is created in HelpScout. Ensure sales teams never miss an incoming lead from support.
📋
Capture every submitted customer field
Map all available contact and conversion attributes from HelpScout into your Teamwork CRM records. Maintain complete customer profiles without manual data entry.
🔔
Alert your team instantly on key events
Notify your sales or support channels in Slack immediately when deals are created or customer records are updated across both platforms.
🔀
Route deals based on custom field criteria
Evaluate deal properties in Teamwork CRM and trigger specific support actions or notes in HelpScout depending on the deal tier or value.
🔄
Keep customer properties up to date
Automatically update customer properties in HelpScout whenever deal details or stages change in Teamwork CRM. Keep all departments aligned on customer status.
🛡️
Search and prevent duplicate records
Search existing contacts and conversations before creating new entries. Ensure your database remains clean and free of duplicate profiles.
⚙️
Handle later deal stage updates
Trigger automated workflows when Teamwork CRM deals are updated, won, or lost, keeping your support team fully informed of client progression.
🔗
Extend your workflow to Slack
Combine HelpScout and Teamwork CRM with Slack to notify team channels, send direct messages, and streamline cross-departmental communication.
And much more...

Who is HelpScout + Teamwork CRM integration for?

Support and sales teams synchronize customer interactions and pipeline deals instantly to eliminate manual data entry and accelerate revenue growth.

Operations directors
Operations directors
Sales managers
Sales managers
Client success leads
Client success leads
Support supervisors
Support supervisors
Account executives
Account executives
Revenue operations specialists
Revenue operations specialists
📈
Operations directors
You're reviewing customer support metrics and pipeline reports, but your data is fragmented across support and sales tools because teams update records by hand — this integration means every new customer and deal lands in both systems instantly and your reports stay accurate.
Sales managers
You need to track incoming inquiries and transition support leads into active sales pipelines immediately, but manual handoffs cause hours of delay — automating both apps means every HelpScout customer becomes a Teamwork CRM deal the second they register.
🤝
Client success leads
You answer to stakeholders who want complete visibility into client progress across support tickets and sales deals, but tracking records manually leads to missed updates — with this integration, support notes and deal stages remain perfectly synchronized.
📊
Support supervisors
Support ticket volume is too high for your team to manually copy customer details into sales pipelines without making errors — connecting these apps means customer records populate automatically across HelpScout and Teamwork CRM without manual intervention.
🎯
Account executives
You own the sales follow-up stage and depend on support teams to hand over qualified customer inquiries on time, but communication gaps slow you down — this integration means sales deals are created instantly when customers are registered in HelpScout.
🔍
Revenue operations specialists
You need a reliable history of customer interactions and deal progressions, but find missing records whenever teams fail to log updates manually — automating both apps means every customer creation and deal update is logged accurately and permanently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Teamwork CRM + HelpScout

Build and manage your Teamwork CRM + HelpScout automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + HelpScout with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect HelpScout to Teamwork CRM?
Frequently Asked Questions
You can connect HelpScout to Teamwork CRM in 1 click using ready templates on Integrately or by asking Integrately AI to build the integration for you. It takes seconds to link your accounts alongside Slack, Gmail, Stripe, and 1,500+ other apps.
Can I automatically create a Teamwork CRM deal when a new HelpScout customer is registered?
Frequently Asked Questions
Can I connect HelpScout, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HelpScout and Teamwork CRM?
Frequently Asked Questions
How does HelpScout handle customer data synchronization here?
Frequently Asked Questions
How does Teamwork CRM deal data get updated from HelpScout?
Frequently Asked Questions
Do I need coding skills to automate HelpScout and Teamwork CRM?
Frequently Asked Questions
Is the HelpScout and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect HelpScout or Teamwork CRM With 1500+ Other Apps

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Teamwork CRM
Popular Teamwork CRM Integrations
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