Create new monday.com items from Help Scout conversations for seamless customer support management
Streamline your customer support process by connecting Help Scout and monday.com with this efficient workflow. When a new conversation is created in Help Scout, an item will be automatically added to your monday.com board. This way, you can track and manage all support requests from one organized platform, ensuring your team never misses an important query from your customers.
Streamline your customer support process by connecting Help Scout and monday.com with this efficient workflow. When a new conversation is created in Help Scout, an item will be automatically added to your monday.com board. This way, you can track and manage all support requests from one organized platform, ensuring your team never misses an important query from your customers.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Create Item
Create a new Item in a board
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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