Marketplace

Help Scout

Help Scout is customer service software. Small teams use it to answer customer emails and chats from one shared inbox.

The Help Scout CRM integration works in both directions. Your support team sees CRM details next to every conversation in Help Scout, and your sales team sees the support history on the Contact Page in OnePageCRM.

Need to set it up? See our Help Docs.

Know your customer straight away

When a customer writes in, their OnePageCRM details are right there in Help Scout, next to the conversation. Your support team can see their Next Actions, Tags, Status, and deals without asking sales or opening another app.

You choose what shows, including which Custom Fields, so the support side sees what helps and nothing more.

Display support tickets in your CRM

It works the other way too. Every Help Scout chat and email with a contact is listed on their Contact Page, with the date and a subject line that opens the conversation in Help Scout.

So your sales team can check the latest touchpoint themselves instead of double-checking with support.

How CRM widgets work

The Help Scout widget on a OnePageCRM Contact Page, listing conversations with their dates and subjects.

Add new contacts without leaving Help Scout

When someone emails support and they are not in the CRM yet, one click on Add to OnePageCRM creates them. Their email address and a link to the Help Scout conversation are filled in for you.

So a support inbox full of new names becomes CRM contacts as the team answers, not in a data-entry session later.

Watch video overview

CRM Help Scout Integration: Connect Customer Support and Sales | OnePageCRM Tutorial1:30

Questions

Because support and sales know different halves of the same customer. This shows each side what the other knows, in the tool they already work in.

Next Actions, Tags, Status, and deals, whether pending or recently won or lost. You can also pick which Custom Fields show, so the support team sees the data that helps them.

That contact's chats and emails, each with its date and a subject line that opens the conversation in Help Scout. The widget pulls from all your mailboxes and matches on the first ten email addresses saved for the contact. Emails a contact was CC'd on count; BCC'd ones don't show.

Install Help Scout under Apps and Integrations in OnePageCRM, then add the OnePageCRM app inside Help Scout by pasting in the URL and Secret Key the CRM gives you. You pick which mailboxes it covers. The setup guide walks through both sides.