Integrate PipelineDeals with Help Scout
Send information between PipelineDeals and Help Scout automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Help Scout using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Mailbox added
Triggers when a new mailbox is added
Conversation assigned
Triggers when a conversation is assigned to a specified user
Customer added
Triggers when a new customer is added
Conversation created
Triggers when a new conversation is created
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create conversation from customer
Creates a new conversation from a customer
Create customer
Creates a customer if it does not already exist
Create conversation to customer.
Creates a new conversation to a customer from a user
Find customer
Finds customer by email address
Find user
Finds user by email address
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
What is Help Scout?
Help Scout is a help desk software application which provides an email-based customer support platform, knowledge base tool, and search tools for customer service professionals.
Similar apps
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