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Help Scout to Klaviyo Automations

MESA is the most flexible way automate Help Scout to Klaviyo. Easily add workflows to simplify your work.

Rated 4.7 out of 5 stars on the Shopify App Store

Top companies trust MESA to automate the work that runs their business.

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Build your own workflows.

MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.

Why automate Help Scout to Klaviyo?

Help Scout to Klaviyo automations get more done in less time. Automate the everyday tasks holding back your potential growth.

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Sync customer support insights with your CRM

Automatically update customer profiles in Salesforce, HubSpot, or another CRM whenever a new HelpScout conversation is created. Keep sales and support teams aligned with real-time customer interactions.

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Prioritize VIP customers with automated tagging

When high-value customers reach out, automatically tag their conversations and notify your team in Slack or Asana, ensuring top-tier service and faster response times.

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Trigger personalized marketing follow-ups

After a support interaction, automatically enroll customers in a follow-up email sequence in Klaviyo or Mailchimp based on their inquiry type, ensuring tailored engagement.

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Auto-escalate urgent issues to the right team

Detect keywords like “refund” or “cancel” in conversations and instantly escalate to a manager in Zendesk, Slack, or Asana for faster resolution.

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Enrich customer support with order & product data

Automatically pull Shopify order details into HelpScout conversations, giving agents full purchase history context without switching apps—leading to faster, more personalized support.

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Personalized Email Campaigns

Klaviyo's integration with Shopify enables you to send highly targeted email campaigns based on customer behavior, purchase history, and preferences. Say goodbye to generic marketing. It's about speaking their language and meeting their specific needs.

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Real-Time Analytics and Reporting

Connect Shopify with Klaviyo to gain in-depth insights into your marketing campaigns' performance. Understand what resonates with your customers, and make data-driven decisions to continually refine and optimize your marketing strategies.

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Easy Customer Segmentation

Leverage Klaviyo's automation tools to create dynamic customer segments based on their interactions with your Shopify store. This allows you to send targeted messages, offers, and content that cater to different segments, fostering engagement and loyalty.

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Optimized Customer Journeys

Create customized customer journeys that guide shoppers through a tailored experience from the moment they first visit your Shopify store to post-purchase follow-ups. By providing value at each step, you build a relationship that goes beyond a single transaction.

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Efficient Retention Marketing

Retaining existing customers can be more valuable than acquiring new ones. With Klaviyo, you can set up automated retention campaigns that encourage repeat purchases. These help you keep customers coming back to your Shopify store.

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Build AI agents in minutes that integrate, automate, and simplify your business.

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How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

Start with a trigger

Select a trigger that sets your workflow in motion.

This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.

Triggers are the starting points that tell MESA when to act.

Step 2.

Add an action

Next, choose the action that should follow the trigger.

Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.

Linking actions to triggers is how you build a seamless workflow process.

Step 3.

Personalize

Make your workflow even more flexible using built-in apps.

Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.

Personalization ensures your workflows fit your unique business requirements.

All set!

You just made a workflow

Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.

With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.

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Fully supported by automation experts.

Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.

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Knowledge Base

Training guides, tutorials, and platform documentation.

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Service Partners

Consult on automation strategy to build your workflow.

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Contact us

5-star customer support and live chat for automations.

MESA is the most customizable automation platform.