Clio + Help Scout
Create Help Scout conversations for new Clio activities
Effortlessly keep track of your Clio activities and promptly address client concerns with this seamless workflow. When there's a new activity in Clio, this automation will create a conversation in Help Scout, ensuring that your team stays informed and can promptly respond to clients' needs. Improve client communication and streamline your process with this efficient integration.
Effortlessly keep track of your Clio activities and promptly address client concerns with this seamless workflow. When there's a new activity in Clio, this automation will create a conversation in Help Scout, ensuring that your team stays informed and can promptly respond to clients' needs. Improve client communication and streamline your process with this efficient integration.
- When this happens...New Activity
Triggers when a new activity is created.
- 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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