How to connect Help Scout + Delighted
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- Conversation AssignedTriggers when a conversation is assigned to agent.Trigger
- Conversation CreatedTriggers when a new conversation is created.Trigger
- New CustomerTriggers when a new customer is added.Trigger
- Tags UpdatedTriggers when conversation tags are updated.Trigger
- Add NoteAdds a note to existing conversation.Action
- Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.Action
- Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).Action
- Send ReplyReplies to a conversation. Please note that this will send actual email to the customer unlessAction
- Help Scout
Updates a customer's properties.
Scheduled
Action
- Help Scout
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Scheduled
Action
- Help Scout
Finds customer by email.
Scheduled
Action
- Help Scout
Find mailbox by name.
Scheduled
Action
- Help Scout
Finds user by email.
Scheduled
Action
- Help Scout
Get a user's support metrics over a given time range.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current day.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current week.
Scheduled
Action
- Help Scout
Find or Create Conversation
Scheduled
Action
- Help Scout
Find or Create Customer
Scheduled
Action
- Delighted
Triggers when a new response is received in this Delighted Project.
Scheduled
Trigger
- Delighted
Triggers when a person unsubscribes from Delighted surveys.
Scheduled
Trigger
- Delighted
Adds a person to the Email platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
Scheduled
Action
- Delighted
Adds a person to the SMS platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.
Scheduled
Action
- Delighted
Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.
Scheduled
Action
- Delighted
Creates a response in Delighted. This should only be used if programmatically adding responses to Delighted (ex. using our Add Person + Add Response Zaps). Otherwise, use our "Send Email Survey" or "Send SMS Survey" Actions to dispatch a survey. Adding responses requires a person ID and score at minimum.
Scheduled
Action
- Delighted
Removes a person from the Email platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
Scheduled
Action
- Delighted
Removes a person from the SMS platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.
Scheduled
Action
- Delighted
Sends an Email platform survey
Scheduled
Action
- Delighted
Send SMS platform survey
Scheduled
Action
- Delighted
Add a person to your unsubscribe list.
Scheduled
Action
- Delighted
Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.
Scheduled
Action
- Delighted
Retrieves the current Autopilot configuration for the desired platform (Email or SMS).
Scheduled
Action
- Delighted
List all Autopilot memberships for the desired platform (Email or SMS), or list the Autopilot membership status for one specific person within the desired platform.
Scheduled
Action
- Delighted
Provides your account's metrics for a specific Project. By default, we'll return results based on your
Scheduled
Action
- Delighted
Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.
Scheduled
Action
How Help Scout + Delighted Integrations Work
- Step 1: Authenticate Help Scout and Delighted.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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