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
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Person
Creates a new person.
- Free forever for core features
- 14 day trial for premium features & apps
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
