> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Help Scout

> Show Close Lead data in Help Scout tickets, matched by email address, including Lead Status and Lead Owner. Create new Leads from Help Scout.

Enabling the [Close + Help Scout integration](https://secure.helpscout.net/apps/close/) 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

![Help Scout ticket view showing Close CRM integration sidebar with lead details and activity timeline.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/communication/help-scout/close_help_scout_sidebar_1f22c8.png)

1. Navigate [here](https://secure.helpscout.net/apps/close) to install the application
2. Enter your Close API Key after creating one under in `Settings > Developer`
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.

![Help Scout ticket conversation with sidebar showing customer profile and ticket thread.](https://close-prd-help-docs.s3.us-west-2.amazonaws.com/integrations/communication/help-scout/help_scout_ticket_view_356c8d.png)