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.
Connect Help Scout to Smartrr
MESA is the most flexible way integrate Help Scout to Smartrr so you can automate any workflow - no coding required.
Top companies trust MESA to automate the work that runs their business.
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 integrate Help Scout to Smartrr?
Help Scout to Smartrr integrations get more done in less time. Automate the everyday tasks holding back your potential growth.
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.
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.
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.
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.
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.
Automated Subscription Renewal Reminders
Send timely reminders to customers ensuring they are aware of upcoming charges and have the option to update their preferences or cancel if needed.
Personalized Marketing Campaigns
Create targeted email or SMS campaigns promoting relevant products and offers to drive customer engagement and increase revenue.
Inventory Forecasting and Replenishment
Predict subscription product demand, allowing for efficient inventory planning, optimized stock levels, and reduced stockouts or overstocking.
Customer Support Ticket Automation
Automatically create and assign support tickets for subscription-related inquiries, streamlining the process and ensuring timely resolution.
Subscription Revenue Reporting and Analytics
Automate revenue tracking and provide real-time insights into key performance indicators to enable data-driven decision-making for business growth.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
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.
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.
