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ConvertKit + Help Scout

Add tags to new ConvertKit subscribers when new customers are added in Help Scout

Stay organized and efficient with this workflow that springs into action whenever you add a new customer in Help Scout. As soon as that happens, it immediately adds a tag to a subscriber in ConvertKit, ensuring your email list is always up to date. This seamless process allows you to manage your audience segmentation effortlessly, improving your marketing outreach.

Stay organized and efficient with this workflow that springs into action whenever you add a new customer in Help Scout. As soon as that happens, it immediately adds a tag to a subscriber in ConvertKit, ensuring your email list is always up to date. This seamless process allows you to manage your audience segmentation effortlessly, improving your marketing outreach.

  1. When this happens...
    Help ScoutHelp Scout
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    ConvertKitConvertKit
    Add Tag to Subscriber

    Add a subscriber to a specific tag.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • 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

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
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About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Help

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