Help Scout + Medallia Agent Connect + Filter by Zapier

Help Scout + Medallia Agent Connect integrations

Send Medallia Agent Connect surveys after closing conversations in Help Scout

After an agent closes a conversation in Help Scout, you'll want to capture agent-level feedback along with KPI's stuck as CSAT, FCR, NPS, and more. This Zapier automation gracefully handles that for you, sending out a Medallia Agent Connect survey via to the customer who contacted you, so you can focus on more important things in your day.

When this happens...
Conversation CreatedTriggers when a new conversation is created.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Feedback RequestSends a feedback request (assuming other business logic passes).
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Help Scout, Filter by Zapier, and more

- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
Trigger
Polling
Try It
- Conversation ID
  Required
- Text
  Required
- User
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Write
- Customer
  Required
Action
Write

- Email
  Required
Action
Search
- Email
  Required
Action
Search

- User's Email
  Required
Action
Search
- Subject
  Required
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Assigned User
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Search or write
- Only continue if...
  Required
Action
Filter

- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Mailbox
  Required
- Assigned User
- Tag
- Status
- Custom Fields
Trigger
Instant
Try It
- Subject
  Required
- Mailbox
  Required
- Customer Label
- Customer ID
- Customer's Email
- From User
- Thread Type
  Required
- Text
  Required
- Status
  Required
- Assigned User
- Tag
- Cc
- Bcc
- Import Only
  Required
- Trigger Auto Reply
Action
Write
- Conversation
  Required
- Customer
  Required
- Text
  Required
- User
- Create as Draft
  Required
Action
Write
- Subject
- Mailbox
- Assigned User
- Tag
- Status
  Required
- Email
- Custom Query
Action
Search
- Name
  Required
Action
Search
- User's Email
  Required
- Date Range Start
  Required
- Date Range End
  Required
Action
Search
- User's Email
  Required
Action
Search
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- Chat Handle
- Social Profile
- Website
- Background
- Organization
- Location
- Job Title
- Address
- Address
- City
- State / Province
- Postal Code / ZIP Code
- Country
Action
Search or write
- Customer name
- Customer email
  Required
- Employee email
- Employee custom ID
- Channel
  Required
- External interaction ID
- External URL
- Tags/Dispositions
- Brand
- Language
- Country
- Do not send
- Custom properties
Action
Write

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.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

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About Medallia Agent Connect

Medallia Agent Connect is a software platform built to empower customer service agents, make them happier in their jobs, and help with their career development.

HelpHelp

Related categories

Forms & Surveys

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

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