Stay on Top of New Customers

# Stay on Top of New Customers ## What It Does Stay on Top of New Customers automates the process of notifying your team when new customers are created in HelpScout. This ensures that your customer support team can respond promptly to new customers, providing a better experience and building stronger relationships. The automation saves your team time and reduces the risk of missed follow-ups. By streamlining this process, you can focus on delivering exceptional customer support. ## Who Needs This Customer Support Managers who manually track new customers in HelpScout and notify their teams can benefit from this automation. Currently, they likely spend a significant amount of time checking for new customers and sending notifications, taking away from more critical tasks. By automating this process, they can free up time to focus on higher-value activities. ## How It Works — Step by Step 1. You connect your HelpScout account to the automation agent, allowing it to access your customer data. 2. The agent continuously monitors your HelpScout account for new customers. 3. When a new customer is detected, the agent retrieves their contact information. 4. You specify the notification preferences, including the team members to notify and the notification method. 5. The agent sends a notification to the designated team members with the new customer's information. 6. You can customize the notification content and format to suit your team's needs. 7. The agent logs each notification sent, providing a record of all new customer notifications. 8. You can review the notification history to ensure that all new customers were properly notified. ## What You Get * Timely notifications for new customers created in HelpScout * Automated tracking of new customer information * Customizable notification content and format * A log of all notifications sent to your team * Reduced manual effort and minimized risk of missed follow-ups * Improved customer support experience through prompt responses ## Setup Requirements * HelpScout account credentials * Notification preferences (e.g., team members to notify, notification method) * API key for the AI service used for automation * Web automation service account credentials ## Pricing $19 one-time *No subscription. Yours to keep and run as many times as you want.*