Create Help Scout conversations for new Pendo visitors in reports
Boost your customer support efficiency with this workflow that connects Pendo and Help Scout. When a new visitor appears in a Pendo report, a conversation will be created in Help Scout, ensuring your support team can quickly address any issues or inquiries. Keep your customers happy and engaged by streamlining your support processes with this seamless integration.
Boost your customer support efficiency with this workflow that connects Pendo and Help Scout. When a new visitor appears in a Pendo report, a conversation will be created in Help Scout, ensuring your support team can quickly address any issues or inquiries. Keep your customers happy and engaged by streamlining your support processes with this seamless integration.
- When this happens...Visitor in Report
Triggers when a visitor matches a segment specified in a report.
- 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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Account ReportRequired
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
Report IDRequired
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