Help Scout + Microsoft Outlook
Create and send emails in Microsoft Outlook for new conversations in Help Scout
Streamline your customer support process with this convenient workflow. When a new conversation is initiated in Help Scout, an email is promptly sent through Microsoft Outlook. This allows your support team to stay in the loop without having to constantly check multiple platforms. Say goodbye to manual checks and hello to efficient communication, thanks to this helpful automation.
Streamline your customer support process with this convenient workflow. When a new conversation is initiated in Help Scout, an email is promptly sent through Microsoft Outlook. This allows your support team to stay in the loop without having to constantly check multiple platforms. Say goodbye to manual checks and hello to efficient communication, thanks to this helpful automation.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
