Help Scout + Interact
Create Help Scout conversations for newly-added Interact leads
Effortlessly manage new leads from Interact by automatically creating conversations in Help Scout with this seamless workflow. Whenever a new lead is generated in your Interact app, a conversation will be started in Help Scout, allowing your team to follow up promptly and provide top-notch support. Enhance your lead handling process and elevate customer engagement with this simple yet powerful automation.
Effortlessly manage new leads from Interact by automatically creating conversations in Help Scout with this seamless workflow. Whenever a new lead is generated in your Interact app, a conversation will be started in Help Scout, allowing your team to follow up promptly and provide top-notch support. Enhance your lead handling process and elevate customer engagement with this simple yet powerful automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- 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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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
