Microsoft Excel + Help Scout
Create rows in Microsoft Excel for new conversations in Help Scout
When a new conversation is created in Help Scout, streamline your client service with this workflow that promptly inserts a row in your Microsoft Excel spreadsheet. It provides an efficient method to keep track of customer communications, saving you time and reducing the risk of overlooked messages. Get your customer service and data organization smoothly functioning together with this automated process.
When a new conversation is created in Help Scout, streamline your client service with this workflow that promptly inserts a row in your Microsoft Excel spreadsheet. It provides an efficient method to keep track of customer communications, saving you time and reducing the risk of overlooked messages. Get your customer service and data organization smoothly functioning together with this automated process.
- When this happens...Conversation Created
Triggers when a new conversation is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
