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Video
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Automation
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Integrate

 Your Apps &

Automate

 Your Business

Help Scout

Help Scout

Help Scout + Asana

Asana

Save time, easily turn your support tickets into larger projects and spend less time manually adding tasks to Asana

Automatically keep track of your support tickets in your project manager
Automatically keep track of your support tickets in your project manager
Video Overview

Help Scout

 + 

Asana

Your team should not be manually doing tasks that could be automated. Create a process that allows your team to scale.
Document Icon

Help Scout

 + 

Asana

 = Video Transcript

We run an automation business and here's everything that we automate in our business part two:

So this workflow starts with Help Scout which is our chosen help desk and when someone writes us a support ticket it automatically creates a task in Asana which is a project management tool.

We can click on it we open up the task and then from the task that has all of our details we can click this nifty little timer which is integrated with Harvest which is our time tracking app.

From here we can track our time against each different customer and then once we're all done we can go back to our help desk (which is Help Scout) to then mark the support ticket as closed.

That automatically marks the task in Asana as complete, otherwise without integration we'd be overwhelmed — but this workflow makes it much more pleasant.

and see what you can

automate in 

Asana

  1. An opportunity being marked as "Won" in the CRM triggers a templated project to be created within Asana with tasks
MasterClass LogoNEAR LogoAJ Financial Planning Logo43North LogoFuture PLC LogoCrash of Rhinos Painting LogoNorthtowns Remodeling Logo
it's time

get rid of your out-of-date

manual 

Help Scout

 processes

Your team should not be manually doing tasks that could be automated. Create a process that allows your team to scale.

Companies that use our integrations report saving 25-120+ hours per month in addition to $90k-$120k per year on operational / administrative salaries.

and see what you can

automate in 

Asana

  1. Automatically create a task in Asana when a new support ticket is submitted
  2. Sync ticket statuses and assignee to automatically complete and re-open tasks in Asana
  3. Automatically log support notes from Help Scout to Asana as task comments (stories)

and see what you can

automate in 

Asana

  1. An opportunity being marked as "Won" in the CRM triggers a templated project to be created within Asana with tasks
We Love & Use

Apps we love integrating

Help Scout

 with

QBO (QuickBooks Online) Integration with Copper CRM

QuickBooks Online (QBO)

Automatically create invoices & sync payments
PandaDoc Integration with Copper CRM

PandaDoc

Automatically create & send proposals + log document activity
Dialpad Integration with Copper CRM

Dialpad

Automatically log calls & text messages
Help Scout Integration with Copper CRM

Help Scout

Automatically log & track support desk activities
Asana Integration with Copper CRM

Asana

Automatically create projects & tasks upon winning a deal
Airtable Integration with Copper CRM

Airtable

Automatically connect your data to Airtable
Outfunnel Automated Sales and Marketing Emails Logo

Outfunnel

Automatically send bulk sales and marketing emails
Efficient App Logo (Large Padding)

Efficient App

Automatically send personalized emails upon stage change
+ Many Others
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Help Scout

 Automations

Start Here
01

Automatically Get Your Leads Into 

Help Scout

Never worry about manually entering your leads into 
Help Scout
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Help Scout
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Help Scout

Send a calendar invite with just a few clicks without leaving 
Help Scout
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Help Scout

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Help Scout
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Help Scout
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Help Scout
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Help Scout

 Automations

Start Here
01

Automatically Get Your Leads Into 

Help Scout

Never worry about manually entering your leads into 
Help Scout
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Help Scout
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Help Scout

Send a calendar invite with just a few clicks without leaving 
Help Scout
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Help Scout

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Help Scout
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Help Scout
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Help Scout
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!

Don't just take 

our

 word for it!

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes!
Chelsea De La Grana
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Read Case Study
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
James Nieves
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot

What do 

you

 say?

Request Pricing
Copper Partner

Automate Your Business

Help Scout

App Data Syncing Integration & Automation

Asana

Help Desk
Project Management
Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”

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