Integrations Help Scout ClosedLoop AI
Help Scout + ClosedLoop AI

Connect Help Scout and ClosedLoop AI to Build Intelligent Automations

Choose a Trigger

Help Scout

When this happens...

Choose an Action

ClosedLoop AI

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Ready to use Help Scout and ClosedLoop AI automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Conversation Assigned

Conversation Assigned

Triggers when a conversation is assigned to agent.

Tags Updated

Tags Updated

Triggers when conversation tags are updated.

Update Customer

Update Customer

triggers when a customer is updated

Note Created

Note Created

Triggers when a note is created

Tag Created

Tag Created

Triggers when tag is created

New Product Insight Generated

New Product Insight Generated

Runs when new product insight is generated

Request a new Trigger for Help Scout

Do thisActions

Action is the task that follows automatically within your Help Scout integrations.

Delete Customer

Delete Customer

This action deletes the customer .

Create Email

Create Email

This actions creates a new email

Delete Email

Delete Email

Deletes the email of a customer.

Create Phone

Create Phone

This action creates the contact.

Ingest Feedback

Ingest Feedback

Send customer feedback from any source to extract product insights.

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Frequently Asked Questions

How do I start an integration between Help Scout and ClosedLoop AI?

To start, connect both your Help Scout and ClosedLoop AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Help Scout triggers actions in ClosedLoop AI (or vice versa).

Can we customize how data from Help Scout is recorded in ClosedLoop AI?

Absolutely. You can customize how Help Scout data is recorded in ClosedLoop AI. This includes choosing which data fields go into which fields of ClosedLoop AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Help Scout and ClosedLoop AI?

The data sync between Help Scout and ClosedLoop AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Help Scout to ClosedLoop AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Help Scout and ClosedLoop AI?

Yes, you can set conditional logic to control the flow of data between Help Scout and ClosedLoop AI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Help Scout

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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ClosedLoop AI

About ClosedLoop AI

ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.

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