Create tasks on contacts in Maximizer from newly updated conversation tags in Help Scout
Manage your tasks and excel at customer relationships with this automation. Once set up, each time a conversation gets a specific tag in Help Scout, Zapier will create a task in Maximizer. Empower your sales team to stay organized, and plan their day without sacrificing customer experience.
Manage your tasks and excel at customer relationships with this automation. Once set up, each time a conversation gets a specific tag in Help Scout, Zapier will create a task in Maximizer. Empower your sales team to stay organized, and plan their day without sacrificing customer experience.
- When this happens...Tags Updated
Triggers when conversation tags are updated.
- automatically do this!Create Hotlist Task
Creates new Hotlist Task 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