Help Scout

Enabling the Close + Help Scout integration allows you and your team to bring Close Lead data straight into your Help Scout Tickets. Matching by customer email address, this integration lets you see a customer's Lead Status, Lead Owner, Company Description, and many other custom fields directly in Help Scout. Additionally, you'll have the ability to create a new lead in Close if a lead matching the customer's email address cannot be found.

How to Install the Close + Help Scout Integration

  1. Navigate here to install the application
  2. Enter your Close API Key found in Settings > API Keys in Close
  3. Choose the Mailboxes in Help Scout you want to expose the Integration for.

How to use the Integration

Once the integration is installed, all you need to do is load a ticket in Help Scout and your Close information will appear in the sidebar.


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