Microsoft Outlook + Schedule by Zapier + Help Scout + Maximizer CRM
Microsoft Outlook + Schedule by Zapier + Help Scout + Maximizer CRM
Microsoft Outlook + Schedule by Zapier integrations
Send Help Scout stats weekly via Microsoft Outlook and create tasks in Maximizer
Customer service statistics should never be left in the dark. Utilize this automation to keep your team informed of the progress. Once activated, it will send weekly reports containing user support metrics from your Help Scout account to designated contacts via email. Additionally, it can create tasks in Maximizer for you to follow up on the report and ensure actionable items are addressed.
- When this happens...Every WeekTriggers every week, on the day(s) selected.
- automatically do this...Get Week ReportGet a user's support metrics for the current week.
- then do this...Create Personal TaskCreates new Personal Task
- then do this!Send EmailSend an email from your Outlook account.
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More things you can do with these apps
Discover other triggers and actions you can use with Schedule by Zapier, Help Scout, and more
- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Try ItTriggerInstant- Time Offset
- Trigger on weekends?
Try ItTriggerInstant- Day of the WeekRequired
- Time of DayRequired
Try ItTriggerInstant- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant
- Time of DayRequired
- Trigger on weekends?
Try ItTriggerInstant- Day of the MonthRequired
- Time of DayRequired
Try ItTriggerInstant- MailboxRequired
- Assigned User
- Tag
- Status
- Custom Fields
Try ItTriggerInstant- Mailbox
Try ItTriggerPolling
About Schedule by Zapier
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
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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.
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About Maximizer CRM
Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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