Connect Help Scout to LoyaltyLion and automate your tasks

Why integrate Help Scout with LoyaltyLion

The Help Scout to LoyaltyLion integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Give your support team full Shopify context on every conversation

When a customer reaches out in Help Scout, MESA pulls their Shopify order history, tags, and customer details into the conversation. Your team responds with the full picture without switching between tools to find it.

Create and update Shopify customer records from Help Scout conversations

When a key detail is captured or a contact is updated in Help Scout, MESA writes it to the corresponding Shopify customer record. Your store and your support platform stay in sync without anyone reconciling them manually.

Trigger Help Scout conversations from Shopify order and fulfillment events

When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA opens or updates the right Help Scout conversation automatically. Your support team gets ahead of customer questions before they arrive.

Keep loyalty status current across your marketing tools

When a customer earns or redeems points in LoyaltyLion, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in your loyalty program based on Shopify behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to LoyaltyLion and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right LoyaltyLion action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Help Scout and LoyaltyLion automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Customer Updated

Starts when a customer account is updated with new information.

Email Unsubscribed

Starts when a customer unsubscribes from an email list.

Beacon Chat Chat Created

Starts when a chat is created.

Beacon Chat Customer Replied

Starts when a customer replies to a Beacon Chat message.

Conversation Agent Reply Created

Starts when a conversation agent reply is created.

Conversation Assigned

Starts when a conversation is assigned.

Conversation Created

Starts when a conversation is created.

Conversation Custom Fields Changed

Starts when a conversation custom field is changed.

Conversation Customer Reply Created

Starts when a customer reply is created.

Conversation Deleted

Starts when a conversation is deleted.

Conversation Merged

Starts when a conversation is merged.

Conversation Moved

Starts when a conversation is moved.

Conversation Note Created

Starts when a conversation note is created.

Conversation Status Changed

Starts when a conversation status is changed.

Conversation Tags Updated

Starts when a conversation tag is updated.

Customer Created

Starts when a customer is created.

Customer Deleted

Starts when a customer is deleted.

Customer Updated

Starts when a customer is updated.

Message Survey Response Received

Starts when a response to a message survey is received.

Satisfaction Ratings

Starts when a satisfaction rating is given.

Tag Created

Starts when a tag is created.

Tag Deleted

Starts when a tag is deleted.

Tag Updated

Starts when a tag is updated.

Add Points to Customer

Increase the amount of points for an existing customer account.

Create Activity

Start a new activity for existing customer accounts.

Create Order

Start a new order when a purchase is made.

Get List of Activities

Obtain a list of activities from existing customer accounts.

Get List of Customers

Obtain a list of existing customer accounts.

Get List of Orders

Obtain a list of orders from existing customer accounts.

Remove Points from Customer

Decrease the amount of points for an existing customer account.

Update Activity

Update an activity for existing customer accounts.

Update Order

Update an order's details for existing customer accounts.

Add Customer Thread to Conversation

Adds a customer thread to a conversation.

Add Note to Conversation

Add a note to a conversation.

Create Chat Thread

Start a chat thread.

Create Conversation

Create a conversation in an inbox with at least one thread.

Create Customer

Create a customer.

Create Email

Create an email.

Create Reply Thread

Start a reply thread.

Delete Conversation

Remove a conversation.

Delete Customer

Remove a customer.

Delete Scheduled Thread

Unschedule a thread.

Delete User

Remove a user.

Get List of Conversation's Threads

Obtain a list of a conversation's threads.

Get List of Conversations

Obtain a list of conversations.

Get List of Customers

Obtain a list of customers.

Get List of Emails

Obtain a list of emails.

Publish Thread Schedule

Publish a scheduled thread. The draft thread is turned into a reply/forward thread, and the message is sent to the customer.

Retrieve Conversation

Grab all details about a conversation.

Retrieve Customer

Grab all details about a customer.

Retrieve User

Grab all details about a user.

Update Conversation

Modify a conversation.

Update Conversation's Tags

Modify a conversation's tags.

Update Customer

Modify a customer.

Update Snooze

Snooze a conversation.

Update Thread Schedule

Schedule a reply/forward thread.