Pipedrive + Google Sheets + Help Scout Integrations
How to connect Pipedrive + Google Sheets + Help Scout
Zapier lets you send info between Pipedrive, Google Sheets, and Help Scout automatically—no code required.
- Free forever for core features
- 14 day trial for premium features & apps
Do even more with Pipedrive + Google Sheets + Help Scout
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Google Sheets, and Help Scout. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMailboxRequired
Assigned User
Since this field is not option, if you don't pick a user, the trigger will fire whenever a conversation is assigned to any agent.
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailbox
Select which mailbox you'd like to watch for new customers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConversation IDRequired
Conversation ID where the note will be added. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
TextRequired
Text of the note. You can use HTML markup.
User
User who is adding the note. The user must be authorized to add notes into the mailbox where the conversation in question exists, otherwise error will be returned.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Customer ID for which you are updating properties. You can use Find Customer to get the customer ID or get the ID from a different source (New Customer trigger for example).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Customer's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
User's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
Assigned User
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMailboxRequired
Assigned User
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MailboxRequired
Assigned User
Tag
Filter conversations by tag. Please note: if a matching tag is present, this trigger will fire every time tags are updated on a conversation. If you add more than one tag, the conversation must have all of them for this trigger to run.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
Conversation ID of the conversation you are replying to. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
CustomerRequired
ID of the customer you're replying to. If you used Find Conversation before to lookup the conversation, you can now set the Customer ID as a custom value. You can also use
Find Customerstep to resolve the customer by ID. The dropdown shows several recent customers and should only be used a last resort when you'r replying to a predefined static customer ID.TextRequired
Text of the note. You can use HTML markup.
User
User who is sending the reply. The user must be authorized to access the mailbox where the conversation in question exists, otherwise error will be returned.
Create as DraftRequired
If set, the reply won't be sent to the user and a draft reply will be created instead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Mailbox name.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
Date Range StartRequired
Date Range EndRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
First NameRequired
Last NameRequired
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How Pipedrive + Google Sheets + Help Scout Integrations Work
- Step 1: Authenticate Pipedrive, Google Sheets, and Help Scout.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Pipedrive
Related categories
Similar apps
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM
CRM (Customer Relationship Management)
About Google Sheets
Related categories
Similar apps
Zoho Creator
App Builder, Zoho
Smartsheet
Spreadsheets
Quip
Documents
About Help Scout
Related categories
Similar apps
Zendesk
Customer Support
Tender Support
Customer Support
Freshdesk
Customer SupportGet started for free
You can't add more hours to the day. Zapier is the next best thing.
Other Pipedrive + Google Sheets Integrations
- mailchimp
- code
- activecampaign
- email-parser
- gravity-forms
- google-drive
- calendly
- unbounce
- clickfunnels
- google-forms
- microsoft-outlook
- airtable
- hubspot
- responder
- webflow
- asana
- pandadoc
- jotform
- wufoo
- instapage
- url-shortener
- xero
- schedule
- reply
- linkedin-lead-gen-forms
- google-docs
- drip
- sendinblue
- rd-station
- google-calendar
- wpforms
- scheduleonce
- lemlist
- keap-max-classic
- kajabi
- eventbrite
- acuity-scheduling
- phantombuster
- zoho-sign
- wix-automations
- trello
- sms
- autopilot
- zapier-chrome-extension
- youcanbookme
- xzazu
- textmagic
- textline
- squarespace
- smtp
- shopify
- quickbooks
- paperform
- leadpages
- landbot
- formidable
- zoom
- zoho-crm
- twilio
- sub-zap-by-zapier
- servicem8
- pipefy
- monday
- knack