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Help Scout + LeadConnector

Update opportunities in LeadConnector when tags are updated in Help Scout

Keep track of your Help Scout tags updates and reflect them in your LeadConnector opportunities effortlessly. With this workflow, each update on your Help Scout tags will prompt a corresponding opportunity addition or update in LeadConnector. This seamless link ensures that your LeadConnector opportunities are always up-to-date with the latest tag changes, enabling efficient sales pipeline management and customer interaction.

Keep track of your Help Scout tags updates and reflect them in your LeadConnector opportunities effortlessly. With this workflow, each update on your Help Scout tags will prompt a corresponding opportunity addition or update in LeadConnector. This seamless link ensures that your LeadConnector opportunities are always up-to-date with the latest tag changes, enabling efficient sales pipeline management and customer interaction.

  1. When this happens...
    Help ScoutHelp Scout
    Tags Updated

    Triggers when conversation tags are updated.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Opportunity

    Adds or updates an existing opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    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 moreHelp

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leadconnector logo
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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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