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  • Maximizer CRM logoMaximizer CRM logo

Help Scout + Maximizer CRM

Create or update Maximizer contacts and add notes when new conversations are created in Help Scout

Keep your sales and support teams up to date with this automation. Once set up, new conversations in Help Scout will automatically generate a new address book entry in Maximizer if they don't already exist, and will enrich them with valuable notes to capture important customer interactions within Maximizer. This seamless process allows your sales team to pursue data from the support queue effortlessly.

Keep your sales and support teams up to date with this automation. Once set up, new conversations in Help Scout will automatically generate a new address book entry in Maximizer if they don't already exist, and will enrich them with valuable notes to capture important customer interactions within Maximizer. This seamless process allows your sales team to pursue data from the support queue effortlessly.

  1. When this happens...
    Help ScoutHelp Scout
    Conversation Created

    Triggers when a new conversation is created.

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
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Supported triggers and actions

    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Email

    • Phone

    • Chat Handle

    • Social Profile

    • Website

    • Background

    • Organization

    • Location

    • Job Title

    • Address

    • Address

    • City

    • State / Province

    • Postal Code / ZIP Code

    • Country

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
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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.

Related categories

maximizer logo
maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.