Create Help Scout conversations for new Wealthbox CRM contacts
Easily streamline your customer support process with this automation between Wealthbox CRM and Help Scout. When a new contact is added in Wealthbox CRM, a conversation will be created in Help Scout, ensuring your support team can efficiently address their needs and provide top-notch service. Keep your CRM and support systems seamlessly connected with this time-saving workflow.
Easily streamline your customer support process with this automation between Wealthbox CRM and Help Scout. When a new contact is added in Wealthbox CRM, a conversation will be created in Help Scout, ensuring your support team can efficiently address their needs and provide top-notch service. Keep your CRM and support systems seamlessly connected with this time-saving workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- 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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