Respond to form submissions 2 hours faster on average and eliminate manual data entry.
~1 hr
Saved / wk
Easy
Setup
No AI
AI
When someone fills out a contact or support form built in Cognito Forms (an online form builder), this workflow automatically creates a new conversation in Help Scout. Your team sees the request right away without checking a separate inbox or spreadsheet. You respond faster and nothing gets missed.
~1 hr
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build your contact or support form in Cognito Forms
Step 2: Connect Cognito Forms to Make using the webhook trigger (a signal that fires when something happens)
Step 3: Add a Help Scout step in Make to create a new conversation
Step 4: Map form fields like name, email, and message to the Help Scout conversation fields
Step 5: Test by submitting a sample form and confirming the conversation appears in Help Scout
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
Help Scout is best for small teams that handle a lot of customer emails and want to stay organized without a complicated setup. It gives your team a shared inbox so everyone can see, reply to, and track customer conversations in one place. You also get a built-in knowledge base so customers can find answers on their own before reaching out. It works well for teams of 2 to 50 people who want to look professional and respond quickly without a steep learning curve.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
