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Help Scout + Smartsheet

Create Help Scout customers from new Smartsheet rows

Effortlessly keep track of new Smartsheet rows and register the data as customers in Help Scout with this seamless workflow. Whenever you add a new row to your Smartsheet project, this automation instantly creates a customer profile in Help Scout, ensuring your customer information stays up-to-date across both platforms without any manual intervention. Save time and maintain accurate customer records easily with this workflow.

Effortlessly keep track of new Smartsheet rows and register the data as customers in Help Scout with this seamless workflow. Whenever you add a new row to your Smartsheet project, this automation instantly creates a customer profile in Help Scout, ensuring your customer information stays up-to-date across both platforms without any manual intervention. Save time and maintain accurate customer records easily with this workflow.

  1. When this happens...
    SmartsheetSmartsheet
    New Row

    Triggers when a new row is added.

    TriggerScheduled
  2. automatically do this!
    Help ScoutHelp Scout
    Create Customer

    Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • Workspace NameRequired

    Action
    Write
    • Choose a SheetRequired

    • RowRequired

    • TitleRequired

    • CommentRequired

    Action
    Write
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
    • SheetRequired

    • RowRequired

    • File AttachmentRequired

    Action
    Write
    • Choose a SheetRequired

    • Add Row to Top or Bottom

    Action
    Write
help-scout logo
help-scout logo

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.
Learn moreHelp

Related categories

  • Customer Support

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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