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Help Scout + Kajabi

Create conversations in Help Scout when new tags are added in Kajabi

Whenever a new tag is added in Kajabi, instantly start a new conversation in Help Scout. This workflow can prove essential in effectively managing customer communications and queries, allowing for timely responses in Help Scout each time a tag update takes place in Kajabi. Maintain a streamlined and efficient customer support process using this automation.

Whenever a new tag is added in Kajabi, instantly start a new conversation in Help Scout. This workflow can prove essential in effectively managing customer communications and queries, allowing for timely responses in Help Scout each time a tag update takes place in Kajabi. Maintain a streamlined and efficient customer support process using this automation.

  1. When this happens...
    KajabiKajabi
    Tag Added

    Triggers when a tag is added to a contact.

    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?
    • SiteRequired

    • AssessmentRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • SiteRequired

    • Tag

    Trigger
    Instant
    Try It
    • SiteRequired

    • OfferRequired

    • Member NameRequired

    • EmailRequired

    • External User IDRequired

    • Send Offer Grant Email?

    Action
    Write
    • SiteRequired

    • FormRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • Offer

    Trigger
    Instant
    Try It
    • Tag

    • SiteRequired

    Trigger
    Instant
    Try It
    • SiteRequired

    • FormRequired

    Action
    Write
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 moreHelp

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  • Customer Support

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About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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