Help Scout + Maximizer CRM
Create tasks in Maximizer for newly assigned conversations in Help Scout
Keep your team members in the loop by automatically notifying them about newly assigned conversations. With this automation, whenever a new conversation is assigned to a specific user in Help Scout, Zapier will automatically generate a task in Maximizer for that user. Boost team efficiency and ensure you never miss out on important customer communications.
Keep your team members in the loop by automatically notifying them about newly assigned conversations. With this automation, whenever a new conversation is assigned to a specific user in Help Scout, Zapier will automatically generate a task in Maximizer for that user. Boost team efficiency and ensure you never miss out on important customer communications.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Personal Task
Creates new Personal Task
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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
