Create conversations in Help Scout for new leads in Outgrow
Effortlessly manage new leads from Outgrow by setting up this seamless workflow. Once a new lead is captured in Outgrow, a conversation is instantly created in Help Scout, enabling your team to promptly address inquiries and streamline the sales process. Enhance customer engagement and drive growth by utilizing this efficient automation solution.
Effortlessly manage new leads from Outgrow by setting up this seamless workflow. Once a new lead is captured in Outgrow, a conversation is instantly created in Help Scout, enabling your team to promptly address inquiries and streamline the sales process. Enhance customer engagement and drive growth by utilizing this efficient automation solution.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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Calculator / QuizRequired
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
Calculator / QuizRequired
SegmentRequired
Try ItMailboxRequired
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