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Help Scout
Premium

Help Scout

Create Help Scout conversation forms that send submissions to your mailbox as conversations.

How to Integrate Forms with Help Scout in WordPress

Turn form submissions into Help Scout conversations

Connect your forms in WordPress to Help Scout and push submissions to your account as conversations. You can build custom conversation forms for your website or use mailbox-based templates to create them quickly.

The integration can create a conversation when a form is submitted and lets you choose the Help Scout mailbox, conversation status, conversation type, assignment, and whether to send the mailbox auto reply.

WS Form supports field mapping for Contact, Conversation, and Company fields, including custom fields configured in Help Scout. You can also add custom mappings, map choice fields to tags, add static tags, include an internal note, and send file uploads or signatures as attachments.

 

  • Mailbox-based templates

    Create a conversation form in a single click with a template for each Help Scout mailbox.

  • Flexible field mapping

    Map form fields to Help Scout contact, conversation, company, and custom fields.

  • Send tags and attachments

    Add tags, internal notes, file uploads, and signatures to Help Scout conversations.

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Frequently Asked Questions

How do I integrate forms with Help Scout in WordPress using WS Form?

WS Form connects to Help Scout so form submissions can be pushed to your Help Scout account as conversations. You can use a mailbox template or add a Help Scout action to any WS Form form.

What does the Help Scout integration do?

It allows you to create custom conversation forms on your website that are pushed to your Help Scout account as conversations.

Can I create a Help Scout form automatically?

Yes. The integration includes form templates, with one template available for each of your Help Scout mailboxes.

What fields are required to create a Help Scout conversation?

The required fields are Contact: Email, Conversation: Subject, and Conversation: Message.

What Help Scout fields can I map from my form?

You can map fields to Help Scout Contact, Conversation, and Company fields. Custom contact properties, mailbox custom fields, and custom company properties can also be available.

Can I update an existing Help Scout customer?

Yes. Help Scout looks up customers by email address, and a new conversation is always created. You can choose to do nothing or update the existing customer profile and mapped Contact or Company properties.

Can I add tags to Help Scout conversations from my form?

Yes. You can map choice fields such as Select, Checkbox, or Radio fields to tags, and you can also add static tags using fixed values or WS Form variables.

Can I send attachments to Help Scout from a form?

Yes. File uploads and signatures can be attached to Help Scout conversations.

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Premium integrations require WS Form PRO and are not compatible with WS Form LITE.

Documentation

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