Create conversations in Help Scout from new offline messages in Chatlio

First, we need to connect Chatlio and Help Scout to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Chatlio to Zapier.

  Give Zapier access to your Chatlio account, using Chatlio credentials.

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  Connect Help Scout to Zapier.

  Give Zapier access to your Help Scout account, using Help Scout credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Chatlio

  Choose the following trigger: Offline Message (Triggers when you get a new Chatlio offline message.).

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  Then set up an Action for Help Scout

  Choose this action: Create Conversation (Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Chatlio and Help Scout.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create conversations in Help Scout from new offline messages in Chatlio!