Help Scout + Interact
Create Help Scout customers from new Interact leads
Easily stay on top of new leads from Interact by creating Help Scout customers with this seamless workflow. When a new lead is generated in Interact, this automation will take care of creating a new customer in Help Scout, ensuring you can provide swift assistance and manage your relationships with ease. Save time and boost your lead management without any manual effort.
Easily stay on top of new leads from Interact by creating Help Scout customers with this seamless workflow. When a new lead is generated in Interact, this automation will take care of creating a new customer in Help Scout, ensuring you can provide swift assistance and manage your relationships with ease. Save time and boost your lead management without any manual effort.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItMailboxRequired
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
