Help Scout + Ortto
Create Ortto records from new customer in Help Scout
Keep your Ortto customer database up to date by adding new customers from Help Scout. Every time new customers are added in Help Scout, customer records are created in Ortto.
Keep your Ortto customer database up to date by adding new customers from Help Scout. Every time new customers are added in Help Scout, customer records are created in Ortto.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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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
