Help Scout + Medallia Agent Connect + Filter by Zapier
Send Medallia Agent Connect surveys after closing conversations in Help Scout
After an agent closes a conversation in Help Scout, you'll want to capture agent-level feedback along with KPI's stuck as CSAT, FCR, NPS, and more. This Zapier automation gracefully handles that for you, sending out a Medallia Agent Connect survey via to the customer who contacted you, so you can focus on more important things in your day.
After an agent closes a conversation in Help Scout, you'll want to capture agent-level feedback along with KPI's stuck as CSAT, FCR, NPS, and more. This Zapier automation gracefully handles that for you, sending out a Medallia Agent Connect survey via to the customer who contacted you, so you can focus on more important things in your day.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Feedback Request
Sends a feedback request (assuming other business logic passes).
- 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
