Gmail + Help Scout
Send emails in Gmail for new customers in Help Scout
When a new customer initiates contact in Help Scout, keep them engaged and informed straight away with this automated workflow. With this setup, an email is immediately sent from Gmail to the new customer. This ensures prompt communication and helps establish a positive relationship from the get-go, aiding in customer retention and satisfaction.
When a new customer initiates contact in Help Scout, keep them engaged and informed straight away with this automated workflow. With this setup, an email is immediately sent from Gmail to the new customer. This ensures prompt communication and helps establish a positive relationship from the get-go, aiding in customer retention and satisfaction.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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
