Are you searching for a free and fastest way to create ClickUp task from new Help Scout conversations automatically? If yes, then we have an amazing tool suggestion for you i.e, Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another automatically in real-time.

How to Create ClickUp Task from New Help Scout Conversations

Sometimes, we want the tasks to be created in ClickUp automatically on new conversations in Help Scout. And to do so we have Pabbly Connect to connect both the application for transferring data automatically.

However, instead of jumping straight into the integration process, let’s discuss a little bit about both the services. So, Help Scout is a global remote company which is a provider of email-based customer support platform, knowledge base tool, and an embeddable search/contact widget for customer service professionals. Whereas, ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

After integrating these applications, you can easily create ClickUp tasks from new Help Scout conversations in real-time. You can also refer to the below video to easily understand the usage of Pabbly Connect-

However, there is no direct integration possible for these two services yet. Hence, we are going to use Pabbly Connect to make this integration possible.

With the help of this software, you can effortlessly share data within multiple premium services easily. Further, it won’t need any coding skills & even a newcomer can use it effectively. Besides, this would be just a one-time setup. Later on, the data will automatically be transferred in real-time.

Moreover, we’ve attached a template for this integration to help you get started more quickly. You can click on the image below to get started. Plus, you can go to the Marketplace & look for more apps/integrations.

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Therefore, without taking any more of your time, let’s move according to plan & follow the step by step procedure to integrate Help Scout and ClickUp.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s start the process to create ClickUp task from new Help Scout conversations by visiting the website of Pabbly Connect and then click on the ‘Sign-Up Free‘ button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Help Scout with ClickUp Integration

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Help Scout to ClickUp”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Help Scout with ClickUp Integration

After creating a workflow, you have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now.

(a) Select Application you want to Integrate

Select Help Scout

Now, you have to select the application that you want to integrate. In this case, we are choosing “Help Scout” for integration. After selecting the application select “New Conversation” in the choose method section.

(b) Click Connect Button

Connect with Help Scout

After selecting the application, now you have to click on the “Connect with Help Scout” button just like in the above-shown image to take further the integration process.

Step 5: Connecting Help Scout to Pabbly Connect

To connect Help Scout with Pabbly Connect, you have to authorize your Help Scout account, for that, you need to log in to your Help Scout account.

(a) Authorize Application

Authorize Application Help Scout

When you click on the “Connect” button, a window will slide in from the right, here you have to again click on the “Connect with Help Scout” button and then grant the permission to connect Help Scout account to Pabbly Connect.

(b) Send Test Request

Send Test Request Help Scout

Now after authorizing your Help Scout account, we will set up the webhook URL in Help Scout by clicking on the “Save and Send a Test Request” button in Pabbly Connect.

Step 6: Start a Sample Conversation

To check if this integration is capturing data or not, we will fill out a sample form.

(a) Capture Webhook Response

Capture Webhook Response

After setting up the webhook URL in Help Scout by sending test request, now we will click on the “Capture Webhook Response” button to capture the data from Help Scout.

(b) Start New Conversation

Click on New Convo Button Help Scout

Now, to start a new conversation, click on the new conversation button in your Help Scout dashboard.

(c) Send Message

Send msg Help Scout

Next, add the recipient’s email, subject of the email and description of the message and then hit the “Send” button.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Send” in Help Scout the email info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Help Scout with ClickUp Integration

In this step, we will be adding an action for your trigger to complete this integration process.

(a) Select Application you want to Integrate

Select ClickUp

Now in this step, click on the + button below and choose “ClickUp” and in the method section select “Create Task”.

(b) Click on Connect Button

Connect with ClickUp

After choosing the application click on the “Connect with ClickUp” button to move forward.

Step 9: Connecting ClickUp to Pabbly Connect

To connect ClickUp with Pabbly Connect, you need to paste the API token from ClickUp to Pabbly Connect. For that, you need to log into your ClickUp account.

(a) Go to ClickUp Profile

ClickUp Profile

At the bottom of the ClickUp dashboard, you will see the Profile option, just tap on it.

(b) Click on Apps Option

ClickUp Apps

After pressing the profile option, it will open up different options, choose “Apps” from it.

(c) Copy the API Token

Copy API Token ClickUp

Now, simply copy the “API Token” appearing on the dashboard.

(d) Paste the API Key

Paste API Token

Afterwards, paste the copied API Key, and hit the “Save” button.

(e) Map the Fields

Map the Fields Click Up

Once you are connected with your ClickUp account, now you have to add all the field’s data like list name, task name, etc. Map up all the fields quickly.

(f) Send a Test Request

Send Test Request ClickUp

Once you are done mapping up all fields click on the “Save & Send Test Request” button.

Step 10: Check Response in ClickUp Dashboard

Check Response

Lastly, when you check your ClickUp dashboard, the task has been successfully created from the Help Scout conversation.

Conclusion –

At last, this is the most effective and time-saving way to create ClickUp task from new Help Scout conversations. Pabbly Connect is the answer to all your integration needs, as you just have to make a few clicks and you are good to go.

Therefore, signup for free today and explore the world of hassle-free integrations. In case of any doubts or suggestions, please leave your comments down below.

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