Dovetail + Help Scout
Create notes in Dovetail when new conversations are created in Help Scout
Save time and stay organized by enabling this streamline workflow. When a new conversation is initiated in Help Scout, a corresponding note is instantly created in Dovetail. No more manual switching between apps or duplicate effort. This workflow is designed specifically for those who wish to enhance customer service efficiency with seamless interplay between Help Scout and Dovetail.
Save time and stay organized by enabling this streamline workflow. When a new conversation is initiated in Help Scout, a corresponding note is instantly created in Dovetail. No more manual switching between apps or duplicate effort. This workflow is designed specifically for those who wish to enhance customer service efficiency with seamless interplay between Help Scout and Dovetail.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Add Data to Project
Adds data to an existing project.
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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
