How to connect Help Scout + OnePageCRM
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- Conversation AssignedTriggers when a conversation is assigned to agent.Trigger
- Conversation CreatedTriggers when a new conversation is created.Trigger
- New CustomerTriggers when a new customer is added.Trigger
- Tags UpdatedTriggers when conversation tags are updated.Trigger
- Add NoteAdds a note to existing conversation.Action
- Create ConversationCreates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.Action
- Create CustomerCreates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).Action
- Send ReplyReplies to a conversation. Please note that this will send actual email to the customer unlessAction
- Help Scout
Updates a customer's properties.
Scheduled
Action
- Help Scout
Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.
Scheduled
Action
- Help Scout
Finds customer by email.
Scheduled
Action
- Help Scout
Find mailbox by name.
Scheduled
Action
- Help Scout
Finds user by email.
Scheduled
Action
- Help Scout
Get a user's support metrics over a given time range.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current day.
Scheduled
Action
- Help Scout
Get a user's support metrics for the current week.
Scheduled
Action
- Help Scout
Find or Create Conversation
Scheduled
Action
- Help Scout
Find or Create Customer
Scheduled
Action
- OnePageCRM
Triggers when a new contact is created.
Scheduled
Trigger
- OnePageCRM
Triggers when a deal is won.
Scheduled
Trigger
- OnePageCRM
Triggers when a new next action is set.
Scheduled
Trigger
- OnePageCRM
Triggers when a new pending deal is created.
Scheduled
Trigger
- OnePageCRM
Adds a new Note for previously found contact, using Contact ID from Search Contact action.
Scheduled
Action
- OnePageCRM
Creates a new contact in OnePageCRM.
Scheduled
Action
- OnePageCRM
Find a contact in OnepageCRM.
Scheduled
Action
- OnePageCRM
Find or Create a contact
Scheduled
Action
How Help Scout + OnePageCRM Integrations Work
- Step 1: Authenticate Help Scout and OnePageCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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