Airtable + Help Scout
Create or update Airtable records when new Help Scout conversations are assigned
Manage your customer interactions efficiently with this workflow. When a conversation is assigned in Help Scout, it immediately creates or updates a record in Airtable. This allows for streamlined monitoring and updating of customer communications, keeping your customer records always up to date and accessible. This process reduces manual data entry and ensures you never miss an update in your customer conversations.
Manage your customer interactions efficiently with this workflow. When a conversation is assigned in Help Scout, it immediately creates or updates a record in Airtable. This allows for streamlined monitoring and updating of customer communications, keeping your customer records always up to date and accessible. This process reduces manual data entry and ensures you never miss an update in your customer conversations.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
First NameRequired
Last NameRequired
Email
Phone
Chat Handle
Social Profile
Website
Background
Organization
Location
Job Title
Address
Address
City
State / Province
Postal Code / ZIP Code
Country
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired
