Help Scout + Streak

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.

  1. When this happens...
    Help ScoutHelp Scout
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    StreakStreak
    Create New Box

    Create a new box.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Mailbox

    Trigger
    Scheduled
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • 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

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
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 moreHelp

Related categories

  • Customer Support

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streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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