HelpSpot
Find or create Salesforce records to update new HelpSpot requests
This multi-part Zapier template allows users to look up information that they might have in Salesforce on a customer who's opened a request and then update that HelpSpot request with that information. Additionally, if there's no record of his customer in Salesforce, this template will automatically create one.
This multi-part Zapier template allows users to look up information that they might have in Salesforce on a customer who's opened a request and then update that HelpSpot request with that information. Additionally, if there's no record of his customer in Salesforce, this template will automatically create one.
- When this happens...New Request
Triggers when a new request is created.
- automatically do this!Update an Existing Request
Updates a request. Please note that xRequest id is required.
- Free forever for core features
- 14 day trial for premium features & apps
New Request
Triggers when a new request is created.
Try ItCategory
Status
Open/Closed
Customer ID
First Name
Last Name
Email
Phone
Search String
Try ItxRequestRequired
Subject
Note Body
Category
Note Type
HTML Note
Customer Id
First Name
Last Name
Email
Phone
Urgent
Mailbox
Opened Via
Email CC
Email BCC
Email Staff
Status
Open
Update
Triggers when a request is updated.
Try ItSubject
Note BodyRequired
Category
Note Type
HTML Note
Customer Id
First Name
Last Name
Email
Phone
Urgent
Mailbox
Opened Via
Email CC
Email BCC
Email Staff
Open
Status