How to Send weForms Data to Help Scout

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

The direct approach

AFI delivers submission data straight from WordPress to Help Scout. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with weForms installed and configured.
• 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 weForms to Help Scout.

2. Pick your trigger

Select weForms as the form provider. AFI fires when a form is submitted, giving you access to submitter name, email, phone, and any custom form fields.

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 weForms field on the right. Common mappings include submitter name, email, phone, and any custom form fields. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Trigger a test event in weForms. 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 records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which weForms events trigger the integration?

AFI fires when a form is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

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