Manage new Help Scout customers by creating new boxes in Streak
Streamline your customer management process with this efficient workflow between Help Scout and Streak. When you acquire a new customer in Help Scout, a new box gets created in Streak instantly. This simplifies tracking, enabling you to provide superb after-sales service and nurture relationships, thus enhancing customer retention.
Streamline your customer management process with this efficient workflow between Help Scout and Streak. When you acquire a new customer in Help Scout, a new box gets created in Streak instantly. This simplifies tracking, enabling you to provide superb after-sales service and nurture relationships, thus enhancing customer retention.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create New Box
Create a new box.
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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