Help Scout + Successeve
Create Salesmachine events from new Help Scout conversations
The more you engage with your customers, the more you learn about them. Bring all this information into Salesmachine without even breaking a sweat: This automation will react to every new Help Scout conversation you receive, automatically creating a new event on your contact's Salesmachine profile (or adding them as a new contact if they don't exist.
The more you engage with your customers, the more you learn about them. Bring all this information into Salesmachine without even breaking a sweat: This automation will react to every new Help Scout conversation you receive, automatically creating a new event on your contact's Salesmachine profile (or adding them as a new contact if they don't exist.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Create Event
Creates a new event.
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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
