Help Scout + OpenPhone

"create Help Scout conversations from new OpenPhone call recordings"

When a call recording is completed in OpenPhone, this automation promptly initiates the creation of a new conversation in Help Scout. The action ensures that key information is never missed, empowering you with efficient record updating and improved customer service management. Experience seamless communication between your phone service and help desk without lifting a finger.

When a call recording is completed in OpenPhone, this automation promptly initiates the creation of a new conversation in Help Scout. The action ensures that key information is never missed, empowering you with efficient record updating and improved customer service management. Experience seamless communication between your phone service and help desk without lifting a finger.

  1. When this happens...
    OpenPhoneOpenPhone
    Call Recording Completed

    Triggers when a call recording has finished.

    TriggerInstant
  2. automatically do this!
    Help ScoutHelp Scout
    Create Conversation

    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
help-scout logo
help-scout logo

About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
Learn more

Related categories

  • Customer Support

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openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS