API & Integrations

Help Scout

Productivity

Help Scout

Elevate the collaboration of your sales and support teams and empower your salespeople with valuable data with our Maximizer and Help Scout integration via Zapier. Help Scout offers a helpdesk and customer interaction solution using email and live chat. Seamlessly convert Help Scout conversations into Maximizer leads. Ensure your Maximizer contacts are always up-to-date and enriched with info from new Help Scout conversations. Create Help Scout customers from Maximizer Address Book entries to maintain alignment between both systems. Stay organized with tasks on Maximizer contacts triggered by updated Help Scout conversation tags, ensuring you never miss important follow-ups. Plus, effortlessly receive weekly Help Scout stats directly in your Outlook inbox. Furthermore, you can craft customized workflows that perfectly align with your unique business needs. This integration isn’t just about saving time; it equips sales professionals with the tools they need to build stronger customer relationships, and close deals faster.

Set Up With Zapier

Highlights

  • Create leads in Maximizer from assigned conversations in Help Scout and send Teams notifications, ensuring timely follow-ups and preventing valuable opportunities from slipping through the cracks.
  • Create or update Maximizer contacts and enrich them with notes when new conversations are created in Help Scout, ensuring a comprehensive and insightful customer database, and facilitating more personalized interactions.
  • Effortlessly create Help Scout customers from new or updated Address Book entries in Maximizer, ensuring that both systems are synchronized, minimizing data entry errors, and improving customer relationship management.
  • Create tasks on contacts in Maximizer from updated conversation tags in Help Scout, making sure critical follow-ups are never overlooked.
  • Create tasks in Maximizer for newly assigned conversations in Help Scout, preventing delays in addressing customer inquiries or issues.
  • Send Help Scout stats weekly via Outlook and create tasks in Maximizer, ensuring that your team stays well-informed and prepared to take action based on the data.