Help Scout integration allows you to bring chat, CRM, communication and e-commerce tools into one single platform. By installing Help Scout on your CRM details of your OnePageCRM contacts will be displayed in their Help Scout profile.
In this article:
How to install the Help Scout Integration
Select the information to be displayed in Help Scout
How to pin Help Scout to the Apps menu
To pin the Help Scout integration to the Apps menu, select the check-box: Pin to the Apps menu.
- Help Scout integration can be enabled and configured by the Account Owner or Administrator user only.
- If a Help Scout contact does not exist in OnePageCRM it can be added in one click from Help Scout.
- View existing OnePageCRM contact details such as Next Action, tags, status, pending and recently Won/Lost Deals and custom fields.