Turn Google Forms Submissions into Help Scout Conversations

3 min setup

No coding required

Runs automatically

Contact, return, and warranty forms built in Google Forms usually end up in a spreadsheet nobody checks, while the support team lives in Help Scout. This workflow opens a Help Scout conversation for every new Google Forms submission, from the customer's email address, with their answers as the message, so form requests get answered in the same inbox as everything else.

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Google Forms Google Forms Submitted (Trigger)

Filter

Help Scout Create Conversation

How it works

3 steps to route every Google Forms request straight into your Help Scout inbox

App connector: Google Forms • Time to complete: 1 minute

Start when someone submits the chosen Google Form. The form should ask for the customer's name, email address, a topic or request type, an order number if relevant, and their message.

App connector: Filter • Time to complete: 1 minute

Continue only if the email address answer is filled in, so Help Scout has a customer to reply to.

App connector: Help Scout • Time to complete: 1 minute

Create an active email conversation in the chosen Help Scout mailbox, from the submitter's email and name, with a subject built from the request type and order number, the full list of form answers as the first customer message, and a tag such as "google-form".

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Ready to route every Google Forms request straight into your Help Scout inbox

Get setup in 3 minutes.

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FAQs

Will the customer see the conversation as coming from them?

Yes. The conversation is created as a customer thread from the email address on the form, so when your team replies in Help Scout, the answer goes straight to the customer's inbox.

Can different form topics go to different mailboxes?

Yes. Add a filter on the request type answer before the Help Scout step and use a separate Create Conversation step for each mailbox, for example returns to one and wholesale inquiries to another.

Does this create a new customer in Help Scout?

Help Scout matches the conversation to an existing customer with that email address, or creates one if it hasn't seen that email before.

Personalize this template

Customize this workflow even further:

Add an internal note with order details

After the conversation is created, add a Help Scout Add Note to Conversation step with the order number and any internal context the agent needs.

Assign urgent requests

Filter on a priority or request type answer and set the assignee in Create Conversation so urgent requests go straight to the right teammate.

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Rothy's

route every Google Forms request straight into your Help Scout inbox

3 min setup • Fully supported if you need help

Use this template →

Turn Google Forms Submissions into Help Scout Conversations

How it works

Google Forms Google Forms Submitted (Trigger)

Filter

Help Scout Create Conversation

FAQs

Will the customer see the conversation as coming from them?

Can different form topics go to different mailboxes?

Does this create a new customer in Help Scout?

Personalize this template

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route every Google Forms request straight into your Help Scout inbox