Help Scout

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:
Install Help Scout Integration Select information to be displayed 
Pin to the Apps menu

How to install the Help Scout Integration

1
Go to  Apps →  All Integrations → click on the  Help Scout logo under the  Communications Apps category.

2
Click  Install.

3
Under the ' Connect Help Scout to OnePageCRM' section, copy URL and Secret Key.

4
Log in to Help Scout, go to Manage →  Apps →  OnePageCRM app  Install App  Settings.
5
Paste OnePageCRM URL and Secret Key into the corresponding fields.
6
Select Mailboxes to enable the integration for your desired company.
7
Click  Save.

Select the information to be displayed in Help Scout

1
Select Deal information check-box to show all Pending or recently Won/Lost deals from OnePageCRM in Help Scout.
2
Select Custom fields to be displayed in Help Scout.
3
Click Save to submit your preferences.

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.

NOTES
  • 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.

Still need help? Contact Us Contact Us