HelpSpot + Microsoft SharePoint
Create new Microsoft SharePoint lists from new HelpSpot requests
Streamline your customer service process with this efficient workflow. Whenever a new request is made in HelpSpot, it immediately creates a corresponding list in Microsoft SharePoint. This seamless integration ensures every request is promptly tracked and managed, enhancing your team's productivity and customer satisfaction. Stay organized and up-to-date, without any manual entry required.
Streamline your customer service process with this efficient workflow. Whenever a new request is made in HelpSpot, it immediately creates a corresponding list in Microsoft SharePoint. This seamless integration ensures every request is promptly tracked and managed, enhancing your team's productivity and customer satisfaction. Stay organized and up-to-date, without any manual entry required.
- When this happens...New Request
Triggers when a new request is created.
- automatically do this!Create a list
Triggers when a new list is created.
- 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
Site
Try It