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Gmail + Help Scout

Create drafts in Gmail when conversations are assigned in Help Scout

Optimize your responsiveness to customer queries with this workflow. Once a conversation is assigned in Help Scout, this automation will create a draft email in Gmail. Save time and establish efficient communication between your customer service and email platforms, allowing you to address customer concerns quickly and effectively.

Optimize your responsiveness to customer queries with this workflow. Once a conversation is assigned in Help Scout, this automation will create a draft email in Gmail. Save time and establish efficient communication between your customer service and email platforms, allowing you to address customer concerns quickly and effectively.

  1. When this happens...
    Help ScoutHelp Scout
    Conversation Assigned

    Triggers when a conversation is assigned to agent.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Create Draft

    Create (but do not send) a new email message.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • Conversation IDRequired

    • TextRequired

    • User

    Action
    Write
    • 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

    Action
    Write
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • MailboxRequired

    • Assigned User

    • Tag

    • Status

    • Custom Fields

    Trigger
    Instant
    Try It
    • SubjectRequired

    • MailboxRequired

    • Customer Label

    • Customer ID

    • Customer's Email

    • From User

    • Thread TypeRequired

    • TextRequired

    • StatusRequired

    • Assigned User

    • Tag

    • Cc

    • Bcc

    • Import OnlyRequired

    • Trigger Auto Reply

    Action
    Write
    • ConversationRequired

    • CustomerRequired

    • TextRequired

    • User

    • Create as DraftRequired

    Action
    Write
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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About Help Scout

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

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