Help Scout + ReadyCloud Suite

Create ReadyCloud Suite contact notes for new Help Scout conversations

ReadyCloud Suite won’t replace your help desk software, it will make it better. Every customer interaction is captured as a contact note in ReadyCloud Suite. Now you will see what customers bought, when and how often as well as if they communicated with your support agents to make it a successful sale or if there are open issues. Log the full customer journey from sale to fulfillment, support and return to get a full view of your customer history.

ReadyCloud Suite won’t replace your help desk software, it will make it better. Every customer interaction is captured as a contact note in ReadyCloud Suite. Now you will see what customers bought, when and how often as well as if they communicated with your support agents to make it a successful sale or if there are open issues. Log the full customer journey from sale to fulfillment, support and return to get a full view of your customer history.

  1. When this happens...
    Help ScoutHelp Scout
    Conversation Created

    Triggers when a new conversation is created.

    TriggerInstant
  2. automatically do this...
    ReadyCloud SuiteReadyCloud Suite
    Find Contact

    Finds Contact by searching.

    ActionSearch
  3. then do this!
    ReadyCloud SuiteReadyCloud Suite
    Create Contact Note

    Creates a new Contact Note.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Mailbox

    Trigger
    Scheduled
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • 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

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
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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readycloud logo
readycloud logo

About ReadyCloud Suite

ReadyCloud is the shipping, returns and CRM suite built for eCommerce.

Related categories

  • eCommerce