Help Scout + Tally
Create Help Scout customers from new Tally submissions
Easily manage customer information by connecting Tally and Help Scout with this seamless workflow. Whenever you receive a new submission in your Tally form, the information will be used to create a new customer in your Help Scout account. This automation saves time, ensuring your customer data stays organized and up-to-date without manual intervention.
Easily manage customer information by connecting Tally and Help Scout with this seamless workflow. Whenever you receive a new submission in your Tally form, the information will be used to create a new customer in your Help Scout account. This automation saves time, ensuring your customer data stays organized and up-to-date without manual intervention.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Customer
Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).
- Free forever for core features
- 14 day trial for premium features & apps
Select a formRequired
Try ItMailboxRequired
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
