Copper + Help Scout
Create new Copper leads when tags are updated in Help Scout
Streamline your sales operations with this user-friendly workflow. Every time you update Tags in Help Scout, a new Lead is promptly created in Copper. This keeps your sales team updated with the newest information, boosting customer relations and facilitating business expansion. Enjoy an integrated experience with this effortless data transfer process.
Streamline your sales operations with this user-friendly workflow. Every time you update Tags in Help Scout, a new Lead is promptly created in Copper. This keeps your sales team updated with the newest information, boosting customer relations and facilitating business expansion. Enjoy an integrated experience with this effortless data transfer process.
- When this happens...Tags Updated
Triggers when conversation tags are updated.
- automatically do this!Create Lead
Creates a new Lead.
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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
