Integration
Connect Help Scout and Prospect CRM
When New Conversation fires in Help Scout, your agent runs Add contact in Prospect CRM, or New contact in Prospect CRM to Add Customer Email in Help Scout. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Help Scout and Prospect CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Help Scout and Prospect CRM can do together
From Help Scout to Prospect CRM
When New Conversation in Help Scout
then Add contact in Prospect CRM
When New Customer in Help Scout
then Create Customer in Prospect CRM
From Prospect CRM to Help Scout
When New contact in Prospect CRM
then Add Customer Email in Help Scout
When New lead in Prospect CRM
then Create Customer in Help Scout
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Help Scout and Prospect CRM
Triggers and actions 6 triggers · 38 actions
Trigger
New ConversationPolls for newly created conversations across mailboxes.
Trigger
New CustomerPolls for newly created customers.
Trigger
New MailboxPolls for newly created mailboxes.
Trigger
New UserPolls for newly added users (team members).
Action
Add Customer EmailAdd an email address to a customer.
Action
Create CustomerCreate a new customer record.
Action
Create NoteAdd an internal note thread to a conversation.
Action
Create Thread (Reply)Add a reply thread to an existing conversation.
Action
Delete ConversationDelete a conversation by ID.
Action
Get ConversationRetrieve a single conversation by ID.
Action
Get CustomerRetrieve a single customer by ID.
Action
Get MailboxRetrieve a single mailbox by ID.
Action
Get UserRetrieve a single user by ID.
Action
List ConversationsList conversations, optionally filtered by mailbox, status, tag, or query.
Action
List Conversation ThreadsList all threads on a conversation.
Action
List CustomersList customers, optionally filtered by email, mailbox, or query.
Action
List MailboxesList all mailboxes in the account.
Action
List Mailbox FoldersList the folders within a mailbox.
Action
List TagsList all tags in the account.
Action
List UsersList all users (team members) in the account.
Action
Update ConversationUpdate a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.
Action
Update Conversation TagsReplace the tags on a conversation.
Action
Update CustomerUpdate a customer's profile fields.
Trigger
New contactTriggers when a new contact is added in Prospect CRM.
Trigger
New leadTriggers when a new lead is created in Prospect CRM.
Action
Add bookingCreates a booking (a scheduled appointment or reservation) in Prospect CRM.
Action
Add contactCreates a new contact in Prospect CRM and returns the created contact record.
Action
Add enquiryCreates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
Action
Add leadCreates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
Action
Create CustomerCreates a customer (company) record in Prospect CRM and returns the new company.
Action
Create EntityCreates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
Action
Find companiesReturns the companies in Prospect CRM that match a filter, such as a company name.
Action
Find contactsReturns the contacts that match a filter, such as an email address or surname.
Action
Find EntityFinds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
Action
Find leadsFinds leads in Prospect CRM that match a filter condition and returns the matching lead records.
Action
Get companyReturns a single company record by its ID.
Action
Get contactReturns a single Prospect CRM contact by its contact ID.
Action
List webhook actionsReturns the webhook event types Prospect CRM can subscribe to.
Action
Update companyUpdates an existing company in Prospect CRM, changing only the fields you fill in.
Action
Update contactUpdates an existing contact in Prospect CRM. Only the fields you fill in are changed.
Action
Update EntityUpdates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
Action
Update leadUpdates an existing lead in Prospect CRM. Only the fields you fill in are changed.
Action
Update Opportunity StatusChanges the status of an opportunity (lead) in Prospect CRM.
Action
Update Problem StatusUpdates the status of an existing problem (support case) in Prospect CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Help Scout
Help Scout to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Help Scout to StripeStripe is a payment processing platform for online businesses.
Help Scout to JIRAAtlassian JIRA Cloud — issue tracking and project management.
Help Scout to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Help Scout to SendGridSendGrid by Twilio — email delivery and marketing platform.
Help Scout to KlaviyoKlaviyo is a marketing automation platform for email and SMS.
More into Prospect CRM
HubSpot to Prospect CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Prospect CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Prospect CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Prospect CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Prospect CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Prospect CRMMailchimp marketing automation and email platform.
Questions
Help Scout and Prospect CRM, answered
What can start an automation from Help Scout?
Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New Mailbox and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Prospect CRM when something happens in Help Scout?
Any of Prospect CRM's 19 actions, including Create Customer, Create Entity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospect CRM to Help Scout?
Yes. When something happens in Prospect CRM, your agent can act in Help Scout too. This page covers both directions: Prospect CRM's triggers and Help Scout's actions are listed here as well.
Do I have to build a connector for Help Scout or Prospect CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Help Scout and Prospect CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.