Help Scout

Help Scout is a customer service software that brings all email and chat conversations with a customer to a shared inbox, keeping the whole team on the same page. 

Connect OnePageCRM with Help Scout for an enhanced customer experience by quickly adding new contacts or opening existing contacts in OnePageCRM right from your Help Scout dashboard, along with the option to view contact details and associated deals right inside Help Scout.

Please note:

  • You need a Help Scout account to connect it to OnePageCRM.
  • Only Account Owner or Administrators can configure and manage the integration
In this article:
Display contact details from OnePageCRM in Help Scout
Help Scout Widget

Display contact details from OnePageCRM in Help Scout

Connect your Help Scout account

1
Click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Communication Apps click on Help Scout → click on Install.

Apps and Integration page l Help Scout

2
In a new browser tab log into your Help Scout account, click on the Manage dropdown → select Apps → search for OnePageCRM and click into the first result.

In your Help Scout account click on Manage, Apps and search for OnePageCRM.

Note: Help Scout will ask for a URL link and Secret Key. You can find both in the browser tab for OnePageCRM on the Help Scout configuration page (see step 3 below).

3
Keep the Help Scout browser tab open and click on the OnePageCRM browser tab.

Select the Help Scout integration tab (left-hand-side menu) → under step 1. Connect Help Scout to OnePageCRM section → copy the URL and Secret Key.

In OnePageCRM account you can find the URL and secret key on the Help Scout integration page.

4
Back in the Help Scout browser tab click on Install App:
  • Paste the OnePageCRM URL and Secret Key into the corresponding fields.
  • Select Mailboxes to enable the integration for your desired company.
  • Click on Save.

    • In your Help Scout browser tab click on Install App, go to the Settings tab and paste the URL and Secret key. Click save.

    Select/Edit contact details to be displayed in Help Scout

    1
    Click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Communication Apps click on Help Scout.

    Apps and Integration page l Help Scout

    2
    Select the Help Scout integration tab (left-hand-side menu) → under step 2. Select the information to display in Help Scout you can choose your preferences → click Save to submit your preferences.

  • Deal information - Displays all Pending or recently Won/Lost deals from OnePageCRM in Help Scout.
  • Custom Fields - Choose the fields that store data you wish to display in Help Scout.

    • Helpscout configuration page, under Help Scout integration select data to be displayed in Help Scout.

    Note: View existing OnePageCRM contact details such as Next Actions, Tags, Status, pending and recently Won/Lost Deals, and Custom Fields.

    Create a new contact from Help Scout

    You can add new contacts from Help Scout and save them in the CRM, once you are connected to the Help Scout integration.

    1
    When receiving or sending an email to contact from Help Scout and their email address is not already saved in the CRM, you can create them as a new contact by clicking on Add to OnePageCRM on the right-hand-side menu.

    2
    This will bring you to OnePageCRM add contact form. Add in any information you need and click save.

    Notes:

    • The email address and URL to the Help Scout conversation will be populated automatically.
    • In case there are other details associated with the email address of the contact, e.g. first name, or last name, they will be populated as well.

    Help Scout Widget

    With the Help Scout Widget, users can quickly and easily review chats or emails sent/received to their connected Help Scout account for contacts saved in the CRM.

    This feature allows users to retrieve valuable information about previous email and chat communication via their Help Scout account, enabling them to stay informed and organized.

    Please ensure you are logged in to your Help Scout account or create a new one if you don't have one.

    Enable the Help Scout Widget

    1
    To enable the Help Scout Widget click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Communication Apps click on Help Scout → click on Install.

    Apps and Integration page l Help Scout

    2
    Login to your Help Scout account or create a new one → select the Help Scout Widget tab (left-hand-side menu) → click Connect to Help Scout.

    Help Scout configuration page, click on the Help Scout widget tab and on Connect to Help Scout.

    3
    Click on Authorize to grant OnePageCRM permissions to display previous email communication in the Help Scout Widget on the relevant contact profile in OnePageCRM.

    Help Scout page, click on blue Authorize button.

    Find/Use the Help Scout Widget

    1
    Open a contact → scroll down to the Help Scout widget above the Contact Timeline → click on it to expand.

    Click on the Help Scout widget to expand it.

    2
    Once expanded it will display:
  • Date - Date of live chats or emails sent/received.
  • Subject - Subject line content, including a URL link to the Help Scout conversation.

    • Expanded Help Scout widget, displays Date and Subject line, including a URL link to the Help Scout conversation..

    Notes:

    • The Help Scout widget will display contact-specific data for up to 10 email addresses saved with this contact.
    • The widget pulls information from all Mailboxes in Help Scout.
    • The widget and data displayed are visible to all users who can access the contact in the CRM.
    • If a contact is CC'd in the email, the email/chat will be shown in the Widget, however, if they are BCC'd, the email/chat will not be displayed for them in the Widget.
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