Create Help Scout conversations for GatherUp positive feedback reviews
Keeping company morale up in your business can be challenging. This Zapier automation generates new Help Scout conversations anytime a customer leaves positive feedback so your team can share each other's successes to help encourage positive morale.
Keeping company morale up in your business can be challenging. This Zapier automation generates new Help Scout conversations anytime a customer leaves positive feedback so your team can share each other's successes to help encourage positive morale.
- When this happens...Positive Feedback Trigger
Zap will be triggered whenever a customer leaves a rating at or above the number you choose.
- 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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Business LocationRequired
Choose the business location to use for this trigger.
Rating Score Threshold
Zap will be triggered whenever a customer leaves a rating at or below the number you choose.
Try ItBusiness LocationRequired
Choose the business location that this Zap will affect.
Customer First NameRequired
First name of customer.
Customer Last NameRequired
Last name of customer.
Customer Email
Email address for customer.
Customer Phone
Phone number for customer.
Customer Job ID
Job ID.
Customer Tags
Customer tags separated by comma (max length of one tag = 50 chars).
Communication Preference
Select whether you want to use Email or SMS as the default communication preference for new customers added using this Zap.
Preference Checking
If the parameter is set to 0 then Customer Preference is set according to the data provided (
customerEmail
orcustomerPhone
) regardless of thecustomerPreference
field value.Send Feedback Request
Recommended setting is 1. Leave the default setting of 1 to send an email feedback request to your customer immediately. If you would like to add the customer but wait to send the email feedback request out later, set it to 0.
Delayed Feedback Request
0 will send feedback immediately -> if "sendFeedbackRequest" parameter is set to 1. If you set delayFeedbackRequest to anything over 0, it will delay that many hours before the feedback request is sent.
Important the Communication Preference in the customer dashboard must be set to "Manual Mode". The "delayFeedbackRequest" parameter will be ignored if set to"Automatic Mode".
MailboxRequired
Assigned User
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItMailboxRequired
Assigned User
Tag
Filter conversations by tag. Please note: if a matching tag is present, this trigger will fire every time tags are updated on a conversation. If you add more than one tag, the conversation must have all of them for this trigger to run.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try It
Business LocationRequired
Choose the business location to use for this trigger.
Rating Score ThresholdRequired
Zap will be triggered whenever a customer leaves a rating at or above the number you choose.
Try ItMailboxRequired
Assigned User
Since this field is not option, if you don't pick a user, the trigger will fire whenever a conversation is assigned to any agent.
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItMailbox
Select which mailbox you'd like to watch for new customers.
Try ItConversation IDRequired
Conversation ID where the note will be added. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
TextRequired
Text of the note. You can use HTML markup.
User
User who is adding the note. The user must be authorized to add notes into the mailbox where the conversation in question exists, otherwise error will be returned.
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Related categories
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