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GatherUp + Help Scout

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.

  1. When this happens...
    GatherUpGatherUp
    Positive Feedback Trigger

    Zap will be triggered whenever a customer leaves a rating at or above the number you choose.

    TriggerInstant
  2. automatically do this!
    Help ScoutHelp Scout
    Create Conversation

    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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.

    Trigger
    Instant
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    • Business 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 or customerPhone) regardless of the customerPreference 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".

    Action
    Write
    • 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.

    Trigger
    Instant
    Try It
    • MailboxRequired

    • 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.

    Trigger
    Instant
    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.

    Trigger
    Instant
    Try It
    • MailboxRequired

    • 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.

    Trigger
    Instant
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    • Mailbox

      Select which mailbox you'd like to watch for new customers.

    Trigger
    Scheduled
    Try It
    • Conversation 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.

    Action
    Write
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About GatherUp

GatherUp is an automated customer feedback and online review platform.
Learn more

Related categories

  • Forms & Surveys
help-scout logo
help-scout logo

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Learn more

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