Helpscout

help scout provides helpdesk software in 140 countries around the world with help scout, you get an online helpdesk platform that’s quick and easy to learn the shared email inbox makes it easier for support staff to work together and its numerous automation features simplify time consuming tasks what can you do with helpscout in custify? view the tickets in custify and click on a ticket to go straight to the reply in help scout segment your customers based on their tickets (i e by number of open tickets, pending tickets, total tickets); segment customers based on open tickets, pending, or total tickets define lifecycle stages based on account types and make sure customers stay on track by assigning tasks and alerts to each of these stages build customer success automation flows based on ticket count data for example, you might send automated follow ups to users with a high number of tickets or set tasks for following up with feedback requests create health scores based on data like the number of tickets created or the number of pending tickets activation for helpscout, the email id is the primary identifier we will associate tickets in helpscout based on the email address to people in custify they will show up on the people level and be aggregated and shown on the company level as well connect to your helpscout instance and the helpscout tickets will be imported as tickets in custify you also have the option to check “ use company based matching if no person is found by email” this way, the tickets that come from emails with no user match will be assigned to the proper company, based on the email domain authorize the application to access all your data within help scout