Connect Help Scout to Sendlane and automate your tasks

Why integrate Help Scout with Sendlane

The Help Scout to Sendlane 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 Sendlane profiles current as customers shop in Shopify

When a customer's behavior changes in Shopify — a new purchase, a tag update, a loyalty tier change — MESA updates their Sendlane profile in real time. Your segments and automations always reflect who your customers are right now, not who they were at the last sync.

Trigger Sendlane automations from any Shopify event

When an order is placed, a subscription starts, or a customer hits a milestone, MESA sends the signal to Sendlane and starts the right automation. Your email and SMS marketing runs on the full range of what happens in your store, not just native Shopify triggers.

Suppress the right customers from campaigns at the right time

When a customer files a return, opens a support ticket, or enters a sensitive window, MESA updates their Sendlane status or tags automatically. Your campaigns reach the right people without anyone managing list hygiene by hand.

Build any Help Scout and Sendlane 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.

Beacon Chat Chat Created

Starts when a chat is created.

• ID
• Customer ID
• Created At
• Threads

Beacon Chat Customer Replied

Starts when a customer replies to a Beacon Chat message.

• ID
• Customer ID
• Created At
• Threads

Conversation Agent Reply Created

Starts when a conversation agent reply is created.

• ID
• Number
• Threads
• Type
• Folder ID
• Status
• State
• Subject
• Preview
• Mailbox ID
• Assignee
• Created By
• Created At
• Closed By
• Closed By User
• Closed At
• User Updated At
• Customer Waiting Since
• Source
• Tags
• Cc
• Bcc
• Primary Customer
• Snooze
• Next Event
• Custom Fields
• Embedded
• Links

Conversation Assigned

Starts when a conversation is assigned.

• ID
• Number
• Threads
• Type
• Folder ID
• Status
• State
• Subject
• Preview
• Mailbox ID
• Assignee
• Created By
• Created At
• Closed By
• Closed By User
• Closed At
• User Updated At
• Customer Waiting Since
• Source
• Tags
• Cc
• Bcc
• Primary Customer
• Snooze
• Next Event
• Custom Fields
• Embedded
• Links

Conversation Created

Starts when a conversation is created.

• ID
• Number
• Threads
• Type
• Folder ID
• Status
• State
• Subject
• Preview
• Mailbox ID
• Assignee
• Created By
• Created At
• Closed By
• Closed By User
• Closed At
• User Updated At
• Customer Waiting Since
• Source
• Tags
• Cc
• Bcc
• Primary Customer
• Snooze
• Next Event
• Custom Fields
• Embedded
• Links

Customer Created

Starts when a customer is created.

• ID
• First Name
• Last Name
• Emails
• Created At
• Photo URL
• Phone
• Job Title
• Organization
• Background
• Social Profiles
• Address

Customer Updated

Starts when a customer is updated.

• ID
• First Name
• Last Name
• Emails
• Created At
• Photo URL
• Phone
• Job Title
• Organization
• Background
• Social Profiles
• Address

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Ongoing optimization

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate Help Scout with Sendlane today.

Enjoy a 7-day free trial. Get your first workflow in minutes.