Create Help Scout conversations for new Redtail CRM activities
Effortlessly stay on top of client activities with this Redtail CRM and Help Scout workflow. When a new activity is added in Redtail CRM, a conversation will be created in Help Scout, allowing your team to track and address client requests efficiently. Save time and enhance communication as you streamline your client management process.
Effortlessly stay on top of client activities with this Redtail CRM and Help Scout workflow. When a new activity is added in Redtail CRM, a conversation will be created in Help Scout, allowing your team to track and address client requests efficiently. Save time and enhance communication as you streamline your client management process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- 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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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It