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.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this...Find Contact
Finds Contact by searching.
- then do this!Create Contact Note
Creates a new Contact Note.
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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