Microsoft Excel + Help Scout
Assign conversations in Help Scout and add rows in Microsoft Excel
When a new conversation is assigned in Help Scout, keep your team in the loop by updating a Microsoft Excel sheet with the new details. This workflow eliminates the need for manual updates, keeping your records precise and saving time on data entry. Enhance your customer service responsiveness and ensure no query is missed or delayed with this simple conversational tracking solution.
When a new conversation is assigned in Help Scout, keep your team in the loop by updating a Microsoft Excel sheet with the new details. This workflow eliminates the need for manual updates, keeping your records precise and saving time on data entry. Enhance your customer service responsiveness and ensure no query is missed or delayed with this simple conversational tracking solution.
- When this happens...Conversation Assigned
Triggers when a conversation is assigned to agent.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
