Help Scout + Marketo
Create Help Scout notes for new Marketo leads
Easily keep track of new leads in Marketo by adding notes in Help Scout with this efficient workflow. When a new lead is generated in Marketo, a note will be automatically created in Help Scout, ensuring your sales and support teams are on the same page about potential customers. Improve collaboration and streamline lead management with this seamless integration.
Easily keep track of new leads in Marketo by adding notes in Help Scout with this efficient workflow. When a new lead is generated in Marketo, a note will be automatically created in Help Scout, ensuring your sales and support teams are on the same page about potential customers. Improve collaboration and streamline lead management with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Note
Adds a note to existing conversation.
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