Capsule CRM + Help Scout
Create Help Scout conversations for new or updated Capsule CRM contacts
Keep your customer support organized and efficient by connecting Capsule CRM with Help Scout. With this workflow, whenever a contact is added or updated in Capsule CRM, a new conversation will be created in Help Scout, ensuring all relevant information is available to your support team. This seamless integration saves time spent on manual data entry and helps you maintain up-to-date customer records for better support experiences.
Keep your customer support organized and efficient by connecting Capsule CRM with Help Scout. With this workflow, whenever a contact is added or updated in Capsule CRM, a new conversation will be created in Help Scout, ensuring all relevant information is available to your support team. This seamless integration saves time spent on manual data entry and helps you maintain up-to-date customer records for better support experiences.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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