Help Scout + Samdock
Create new leads in Samdock from newly created Help Scout conversations
Effortlessly manage your leads by setting up this automation between Help Scout and Samdock. Whenever a new conversation is created in Help Scout, a lead will be generated in Samdock, ensuring that all potential clients are organized and taken care of. Save time and maintain consistency in your sales process by keeping everything streamlined with this simple workflow.
Effortlessly manage your leads by setting up this automation between Help Scout and Samdock. Whenever a new conversation is created in Help Scout, a lead will be generated in Samdock, ensuring that all potential clients are organized and taken care of. Save time and maintain consistency in your sales process by keeping everything streamlined with this simple workflow.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Create Lead
This action creates a 'Lead' in Samdock.
- Free forever for core features
- 14 day trial for premium features & apps
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
First NameRequired
Last NameRequired
Email
Phone
Chat Handle
Social Profile
Website
Background
Organization
Location
Job Title
Address
Address
City
State / Province
Postal Code / ZIP Code
Country
MailboxRequired
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
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired