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
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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 new conversation is created.
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
Triggers when conversation tags are updated.
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.