Create Help Scout conversations when Pipedrive deals reach certain stages
Let customers know as their deals reach new stages with this Pipedrive to Help Scout automation. Set it up, and every time a deal reaches a new stage in Pipedrive, Zapier will create a new conversation to your customer in Help Scout. Set the path for clear communication flow and keep everyone on the same page using this integration.
Let customers know as their deals reach new stages with this Pipedrive to Help Scout automation. Set it up, and every time a deal reaches a new stage in Pipedrive, Zapier will create a new conversation to your customer in Help Scout. Set the path for clear communication flow and keep everyone on the same page using this integration.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- 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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