Help Scout + Tally
Create Help Scout conversations from new Tally submissions
Effortlessly manage feedback from your Tally forms by having new submissions create conversations in Help Scout. This automation streamlines your workflow, ensuring thorough and prompt responses to customer inquiries or concerns. Save valuable time and improve customer satisfaction by turning Tally submissions into Help Scout conversations.
Effortlessly manage feedback from your Tally forms by having new submissions create conversations in Help Scout. This automation streamlines your workflow, ensuring thorough and prompt responses to customer inquiries or concerns. Save valuable time and improve customer satisfaction by turning Tally submissions into Help Scout conversations.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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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
