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.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
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
MailboxRequired
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
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired
