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Connect Help Scout to monday.com

Send Help Scout customers, users, conversations and 8 more data types to monday.com on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Help Scout board
Customers
Help Scout records arrive as items on the monday.com board you choose.
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How to connect Help Scout and monday.com

4 steps. You can preview the Help Scout data in Coupler.io before anything reaches monday.com.

Step 1 of 4

Connect Help Scout

Sign in to Help Scout and authorize Coupler.io. There's no API key to copy.

Sign in with Help Scout

Step 2 of 4

Choose what to export

Pick the Help Scout data you want in monday.com.

Show 3 more data types Show fewer data types
Start dateAny dateSpecify the earliest date to begin extracting Help Scout data.

Step 3 of 4

Connect monday.com

Install the Coupler.io app in monday.com, connect your account, then pick the workspace and board for the Help Scout data.

WorkspaceMarketingThe monday.com workspace that holds the board
BoardHelp Scout CustomersExisting board or a new name to create

Step 4 of 4

Choose a write mode and schedule

Every run either replaces or appends the data in monday.com. Run it as often as every 15 minutes.

Write mode

Each run wipes previously imported data from the board and loads fresh Help Scout data.

Get the most of Help Scout to monday.com integration

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Gather data

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Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
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Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
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Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Help Scout to monday.com questions

11 data types, including Customers, Users, Conversations, Conversation threads and Inboxes.

You sign in to Help Scout and authorize Coupler.io. There's no API key to copy.

Yes. Set the start date to cover the period you need.

On the board you choose. Pick an existing board or enter a name to create one, and Coupler.io writes each Help Scout record as an item on it.

Not with Replace, which swaps out the previously imported items. Append adds new items on each run, so pair it with a date filter.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches monday.com.

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