Send emails in Microsoft Outlook when updates occur in HelpSpot
Streamline your customer service efforts with this efficient workflow. Whenever there's an update in HelpSpot, an email is immediately sent through Microsoft Outlook, keeping all stakeholders in the loop. This seamless integration ensures everyone stays updated on customer service issues, enhancing team collaboration and response times.
Streamline your customer service efforts with this efficient workflow. Whenever there's an update in HelpSpot, an email is immediately sent through Microsoft Outlook, keeping all stakeholders in the loop. This seamless integration ensures everyone stays updated on customer service issues, enhancing team collaboration and response times.
- When this happens...Update
Triggers when a request is updated.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try It
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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItShared Inbox
Parent FolderRequired
Child Folder
Try It