Help Scout + Salesmachine Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Help Scout and Salesmachine, with as many as 9 possible integrations. Are you ready to find your productivity superpowers?
Create Salesmachine events from new Help Scout conversations
The more you engage with your customers, the more you learn about them. Bring all this information into Salesmachine without even breaking a sweat: This automation will react to every new Help Scout conversation you receive, automatically creating a new event on your contact's Salesmachine profile (or adding them as a new contact if they don't exist.
How this Help Scout-Salesmachine integration works
- A Help Scout conversation is created
- Zapier automatically creates an event on the matching contact's profile on Salesmachine. It also creates the contact if they don't exist.
- Help Scout
It's easy to connect Help Scout + Salesmachine and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added.
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
Triggers when a conversation is assigned to a specified user. By default, only conversation with active status are considered but you can change the status using of of the fields.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when a new conversation is created.
Adds a note to existing conversation.
Replies to a conversation. Please note that this will send actual email to the customer unless
draft flag is used.
Creates a new event.
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