Help Scout
Google Sheets
zapier

An automated workflow using zapier

Connects Help Scout + Google Sheets

Create Google Sheets rows for updated Help Scout tags

About this workflow template

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

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.

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

Diagram

Create Google Sheets rows for updated Help Scout tags
Workflow diagram: Help Scout + Google Sheets integration

How it works?

When this trigger fires in Help Scout

Help Scout

Tags Updated in Help Scout

Triggers when conversation tags are updated.

Then this action happens in Google Sheets

Google Sheets

Create Spreadsheet Row in Google Sheets

Create a new row in a specific spreadsheet.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Google Sheets rows for updated Help Scout tags.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Help Scout to Zapier.

    Connect Help Scout to Zapier.

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

  • Connect Google Sheets to Zapier.

    Connect Google Sheets to Zapier.

    Give Zapier access to your Google Sheets account, using Google Sheets 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 Help Scout

    Set up a Trigger action for Help Scout

    Choose the following trigger: Tags Updated (Triggers when conversation tags are updated.).

  • Then set up an Action for Google Sheets

    Then set up an Action for Google Sheets

    Choose this action: Create Spreadsheet Row (Create a new row in a specific spreadsheet.).

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 Help Scout and Google Sheets.

  • 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 Google Sheets rows for updated Help Scout tags!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggered 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)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    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

    Triggered when you create a new spreadsheet.

    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

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.

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.

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.