Add new assigned Help Scout conversations to Google Sheets as rows
Efficiently manage and track support requests with this automation. When a new conversation is assigned in Help Scout, this workflow will create a new row in your designated Google Sheets spreadsheet, helping you maintain organized records of support interactions. Save time and ensure clear documentation of all assigned conversations for improved support performance.
Efficiently manage and track support requests with this automation. When a new conversation is assigned in Help Scout, this workflow will create a new row in your designated Google Sheets spreadsheet, helping you maintain organized records of support interactions. Save time and ensure clear documentation of all assigned conversations for improved support performance.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailbox
Try ItConversation IDRequired
TextRequired
User
First NameRequired
Last NameRequired
Email
Phone
Chat Handle
Social Profile
Website
Background
Organization
Location
Job Title
Address
Address
City
State / Province
Postal Code / ZIP Code
Country
MailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItMailboxRequired
Assigned User
Tag
Status
Custom Fields
Try ItSubjectRequired
MailboxRequired
Customer Label
Customer ID
Customer's Email
From User
Thread TypeRequired
TextRequired
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
Trigger Auto Reply
ConversationRequired
CustomerRequired
TextRequired
User
Create as DraftRequired