Help Scout + Microsoft Teams + Maximizer CRM
Send Microsoft Teams channel messages and create Maximizer leads for newly assigned conversations in Help Scout
Turn your support team into another lead generator. When a sales question arises in Help Scout, have your support team assign it to a designated person, such as the sales manager, to automatically cause Maximizer to generate a lead. Additionally, ensure your team stays informed through Microsoft Teams about emerging opportunities from Help Scout.
Turn your support team into another lead generator. When a sales question arises in Help Scout, have your support team assign it to a designated person, such as the sales manager, to automatically cause Maximizer to generate a lead. Additionally, ensure your team stays informed through Microsoft Teams about emerging opportunities from Help Scout.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this...Create Lead Entry
Creates new Lead Entry
- then do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
- Free forever for core features
- 14 day trial for premium features & apps
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
