New tags in Help Scout — Activities in Salesmate

The scenario catches new tags in Help Scout and creates activities in Salesmate. Runs on its own, no manual copying.

  • Every tag in Help Scout becomes an activity in Salesmate.
  • The client's work history stays complete with no manual notes.
  • You can see what was done and when.
Add it to your accountScriptera

How it works

To create Salesmate records from Help Scout without manual input, use a ready-made scenario.

  1. Starts when: Keap
  2. Then: Orbit

You can launch this Help Scout + Salesmate integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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