ClickUp + Help Scout
Convert assigned Help Scout conversations into new tasks in ClickUp
Easily manage customer support tasks with this efficient workflow between Help Scout and ClickUp. When a conversation is assigned in Help Scout, a new task will be created in ClickUp, enabling your team to promptly address customer issues without having to manually transfer information between platforms. Keep your support processes organized and your customers satisfied with this seamless automation.
Easily manage customer support tasks with this efficient workflow between Help Scout and ClickUp. When a conversation is assigned in Help Scout, a new task will be created in ClickUp, enabling your team to promptly address customer issues without having to manually transfer information between platforms. Keep your support processes organized and your customers satisfied with this seamless automation.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Task
Creates a new task.
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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
