Customer Management and Conversation Handling in HelpScout

• Automate customer creation and updates in HelpScout
• Retrieve customer details for personalized support
• Manage conversations and threads efficiently
• Delete unnecessary conversations to maintain organization
• Access mailbox information for better customer management

Starts by creating a new customer in HelpScout Retrieves customer details for further processing Updates customer information as needed Fetches all customers for overview and management Creates new conversations linked to customers Retrieves and deletes conversations based on requirements

1. 1
   Import the workflow into your n8n environment
2. 2
   Configure HelpScout OAuth2 credentials
3. 3
   Set up any necessary additional fields for customer creation
4. 4
   Test the workflow to ensure all nodes function correctly