• Help Scout logoHelp Scout logo
  • Sierra Interactive logoSierra Interactive logo

Help Scout + Sierra Interactive Integrations

How to connect Help Scout + Sierra Interactive

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  • Help Scout triggers, actions, and search
    Conversation Assigned
    Triggers when a conversation is assigned to agent.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Conversation Created
    Triggers when a new conversation is created.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    New Customer
    Triggers when a new customer is added.
    Trigger
    Scheduled
  • Help Scout triggers, actions, and search
    Tags Updated
    Triggers when conversation tags are updated.
    Trigger
    Instant
  • Help Scout triggers, actions, and search
    Add Note
    Adds a note to existing conversation.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Conversation
    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
    Action
    Write
  • Help Scout triggers, actions, and search
    Create Customer
    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
    Action
    Write
  • Help Scout triggers, actions, and search
    Send Reply
    Replies to a conversation. Please note that this will send actual email to the customer unless
    Action
    Write
  • Help Scout

    Updates a customer's properties.

    Scheduled

    Action

  • Help Scout

    Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.

    Scheduled

    Action

  • Help Scout

    Finds customer by email.

    Scheduled

    Action

  • Help Scout

    Find mailbox by name.

    Scheduled

    Action

  • Help Scout

    Finds user by email.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics over a given time range.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics for the current day.

    Scheduled

    Action

  • Help Scout

    Get a user's support metrics for the current week.

    Scheduled

    Action

  • Help Scout

    Find or Create Conversation

    Scheduled

    Action

  • Help Scout

    Find or Create Customer

    Scheduled

    Action

  • Sierra Interactive

    Triggers when a new lead is created in your account.

    Instant

    Trigger

  • Sierra Interactive

    Triggers when a new "Request for More Info" about a property is created by a lead.

    Instant

    Trigger

  • Sierra Interactive

    Triggers when a lead visited site.

    Instant

    Trigger

  • Sierra Interactive

    Triggers when a listing is saved by a lead.

    Instant

    Trigger

  • Sierra Interactive

    Triggers when a new "Schedule Showing Request" about a property is created by a lead.

    Instant

    Trigger

  • Sierra Interactive

    Triggers when a tag is applied to lead by a user in our admin area.

    Instant

    Trigger

  • Sierra Interactive

    Triggers when a new task is created by a user in our admin area.

    Instant

    Trigger

  • Sierra Interactive

    Add a Note to the lead's history.

    Scheduled

    Action

  • Sierra Interactive

    Apply a Fully Automated Action Plan.

    Scheduled

    Action

  • Sierra Interactive

    Apply a Traditional Action Plan.

    Scheduled

    Action

  • Sierra Interactive

    Create a new lead in your Sierra account.

    Scheduled

    Action

  • Sierra Interactive

    Add an upcoming task for the lead.

    Scheduled

    Action

  • Sierra Interactive

    Find lead in your Sierra account.

    Scheduled

    Action

  • Sierra Interactive

    Stop the current fully automated action plan and count the lead as having responded to the plan.

    Scheduled

    Action

  • Sierra Interactive

    Stop the current fully automated action plan without counting the lead as having responded to the plan.

    Scheduled

    Action

  • Sierra Interactive

    Remove a Traditional Action Plan.

    Scheduled

    Action

  • Sierra Interactive

    Update an existing lead in your Sierra account.

    Scheduled

    Action

How Help Scout + Sierra Interactive Integrations Work

  1. Step 1: Authenticate Help Scout and Sierra Interactive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
help-scout logo
help-scout logo

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Learn more

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sierra-interactive logo
sierra-interactive logo

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.
Learn more

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