Add new Help Scout customers to Google Sheets as rows
Effortlessly manage your new Help Scout customers by keeping track of them in a Google Sheets spreadsheet. With this workflow, every time a new customer is added in Help Scout, their information will be saved to a designated Google Sheets row. This way, you can easily organize and access necessary details as your customer base grows.
Effortlessly manage your new Help Scout customers by keeping track of them in a Google Sheets spreadsheet. With this workflow, every time a new customer is added in Help Scout, their information will be saved to a designated Google Sheets row. This way, you can easily organize and access necessary details as your customer base grows.
- When this happens...New Customer
Triggers when a new customer is added.
- 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