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3.2. How to Set Up Notifications for New HelpSpot Tickets in Microsoft Teams

Microsoft Teams is a popular collaboration platform used by businesses of all sizes to help teams communicate and work together on projects. If your team uses HelpSpot for ticket management, you can set up notifications in Microsoft Teams to alert your team when a new ticket is created. Here are two ways to do that:

Method 1: Use Teams Email Feature

1. In Microsoft Teams, go to the channel where you want to receive notifications for new HelpSpot tickets.

2. Click on the channel name and select "More Options."

3. Click on "Get email address."

4. Copy the email address that appears.

5. In HelpSpot, go to "Mail Rules" in the Admin tab.

6. Create a new mail rule that sends an external email every time a new request email is received in HelpSpot.

7. In the "To" field of the mail rule, paste the email address you copied from Microsoft Teams.

This method will send an email to the Teams channel every time a new HelpSpot ticket is created. However, it will only work if you receive new tickets through email.

Method 2: Use a Zapier Integration

1. Install the Zapier app from the Teams store.

2. In HelpSpot, go to "Admin" > "Integrations" > "Zapier."

3. Click on "Create Zap" and select "HelpSpot" as the trigger app.

4. Choose "New Request" as the trigger.

5. Connect your HelpSpot account and follow the prompts to set up the trigger.

6. Select "Microsoft Teams" as the action app.

7. Choose "Send Channel Message" as the action.

8. Connect your Teams account and follow the prompts to set up the action.

This method will send a message to the selected Teams channel every time a new HelpSpot ticket is created, regardless of how the ticket was received.

 

Related Pages

• API Manual > Zapier Integration > Getting Started With The HelpSpot - Zapier Integration