Help Scout + Revamp CRM

Turn assigned Help Scout tickets into new Revamp CRM contacts

Turn your support team into another lead generator: If a sales question comes in to support, have support assign it to a specific person—like the sales manager—which will trigger Revamp CRM to create a new contact

Turn your support team into another lead generator: If a sales question comes in to support, have support assign it to a specific person—like the sales manager—which will trigger Revamp CRM to create a new contact

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

    Triggers when a conversation is assigned to agent.

    TriggerInstant
  2. automatically do this!
    Revamp CRMRevamp CRM
    Create Person

    Creates a new person.

    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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revamp-crm logo
revamp-crm logo

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

  • CRM (Customer Relationship Management)

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