Understanding How to Create Help Scout Customer for Thrivecart Purchase
In this article, we will discuss how to create a Help Scout customer for a Thrivecart purchase. Our objective is to automatically create a customer in Help Scout every time a particular product is purchased in Thrivecart, which is a page creation platform. To achieve this, we will integrate the two applications using Public Connect.
Table of Contents
1. Introduction
2. Understanding Triggers and Actions
3. Setting up Public Connect
4. Creating a Workflow
5. Triggering the Workflow
6. Mapping Information
7. Creating a Help Scout Customer
8. Testing the Integration
9. Conclusion
10. FAQs
Introduction
Thrivecart is a page creation platform that allows users to create and sell products online. Help Scout, on the other hand, is a customer support platform that helps businesses manage customer inquiries and support tickets. By integrating these two applications, we can automatically create a customer in Help Scout every time a product is purchased in Thrivecart.
Understanding Triggers and Actions
Before we dive into the integration process, let's first understand the concept of triggers and actions. Triggers are events that initiate an action in another application. For example, when a product is purchased in Thrivecart, it triggers an action in Help Scout to create a new customer.
Actions, on the other hand, are the automated responses of the triggered application. In our case, the action is to create a new customer in Help Scout.
Setting up Public Connect
To integrate Thrivecart and Help Scout, we will use Public Connect, a software that allows users to connect and automate different applications without any coding skills. To get started, sign up for a Public Connect account and create a new workflow.
Creating a Workflow
In the workflow, we will set Thrivecart as the trigger application and Help Scout as the action application. We will name the workflow "Create Help Scout Customer for Thrivecart Purchase."
Triggering the Workflow
To trigger the workflow, we will select "product purchase" as the trigger event in Thrivecart. We will then connect Public Connect with our Thrivecart account using an API key.
Mapping Information
Once the trigger event is set up, we will map the information from the Thrivecart purchase to the Help Scout customer profile. This includes the customer's name, email address, phone number, and address.
Creating a Help Scout Customer
Using Public Connect, we will create a new customer in Help Scout with the mapped information.
Testing the Integration
To test the integration, we will make a test purchase in Thrivecart and check if the customer is created in Help Scout.
Conclusion
Integrating Thrivecart and Help Scout can save businesses time and effort in managing customer inquiries and support tickets. With Public Connect, the integration process is simple and can be done without any coding skills.
FAQs
1. Can I integrate other applications using Public Connect?
Yes, Public Connect allows users to connect and automate different applications.
2. Do I need coding skills to use Public Connect?
No, Public Connect can be used without any coding skills.
3. How can I get support for Public Connect?
You can visit the Public Connect website or write to their support team at forum.pably.com.
4. Can I clone the workflow used in this article?
Yes, the workflow is available in the video description and can be cloned for immediate use.
5. How can I learn more about Public Connect?
You can visit the Public Connect website or join their Facebook group for the latest updates and integrations.
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Resources:
- Thrivecart: https://thrivecart.com/
- Help Scout: https://www.helpscout.com/
- Public Connect: https://publicconnect.io/
- AI Chatbot: https://www.voc.ai/product/ai-chatbot
