The Help Scout integration allows you to bring chat, CRM, communication and e-commerce tools into one single platform. By installing Help Scout with your OnePageCRM account, your CRM contacts and their details will be displayed in their Help Scout profile.
|In this article:|
|How to install the Help Scout Integration|
|How to select the information to be displayed|
How to install the Help Scout Integration
How to select the information to be displayed in Help Scout
- 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.