Google Sheets
Help Scout
zapier

An automated workflow using zapier

Connects Google Sheets + Help Scout

Create Help Scout conversations from new Google Sheets rows

About this workflow template

This automation scenario allows you to connect Google Sheets and Help Scout

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Google Sheets and Help Scout can also be integrated using automation tools other than zapier:

Diagram

Create Help Scout conversations from new Google Sheets rows
Workflow diagram: Google Sheets + Help Scout integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

New Spreadsheet Row in Google Sheets

Triggers when a new row is added to the bottom of a spreadsheet.

Then this action happens in Help Scout

Help Scout

Create Conversation in Help Scout

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Help Scout conversations from new Google Sheets rows.

Part I

Configure Applications

First, we need to connect Google Sheets and Help Scout to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets credentials.

  • Connect Help Scout to Zapier.

    Connect Help Scout to Zapier.

    Give Zapier access to your Help Scout account, using Help Scout credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Google Sheets

    Set up a Trigger action for Google Sheets

    Choose the following trigger: New Spreadsheet Row (Triggers when a new row is added to the bottom of a spreadsheet.).

  • Then set up an Action for Help Scout

    Then set up an Action for Help Scout

    Choose this action: Create Conversation (Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Google Sheets and Help Scout.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Help Scout conversations from new Google Sheets rows!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Help Scout

    Create conversation

    Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

    zapierintegratelyalbato
    actionbyzapierintegratelyalbato
  • Help Scout

    Create customer

    Creates a customer if it does not already exist.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Help Scout

    Add note

    Adds a note to existing conversation.

    zapierautomateiointegratelypabbly-connect
    actionbyzapierautomateiointegratelypabbly-connect
  • Help Scout

    Send reply

    Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Help Scout

    Find customer

    Finds customer by email.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Help Scout

    Get week report

    Get a user's support metrics for the current week.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

Help Scout

Help Scout

Customer Support

Web-based help desk designed for exceptional customer experience

Help Scout is a customer support platform ideal for businesses of all sizes. With a clutter-free interface, integrations, API, and a free iPhone app, Help Scout allows you to focus on delivering top-notch customer service with ease.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.