How to Send Everest Forms Submissions to Help Scout

Help Scout is a helpdesk platform. Here is how to pipe Everest Forms submissions straight into Help Scout using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to helpdesk. No task meter, no monthly bill.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A Help Scout account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Help Scout to AFI

Help Scout uses OAuth 2.0 for authentication. In AFI → Settings → Help Scout, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Everest Forms to Help Scout.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Help Scout as the destination

Choose Help Scout from the platform dropdown and pick Create Conversation. This creates a conversation in Help Scout.

4. Map fields

Match each Help Scout field on the left to the corresponding Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. Check Help Scout to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps subject, body, and email to Help Scout with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to Help Scout in minutes.