We’re excited to announce our latest integration with Salesforce, the world’s largest CRM solution.
At Help Scout, our goal is to help people build companies their customers love — and building those relationships becomes easier when you’re equipped with the right knowledge about your customers.
Data stored in Salesforce — like customer opportunities and cases — is helpful, but toggling between two screens can lose its novelty quickly. The Salesforce integration connects data where you need it most: where you’re already working with customers. Sync up all that intel, and watch your productivity go through the roof.
How it works
There are two sides to this integration: on one side, the Salesforce app pulls in data from Help Scout; on the other, the Help Scout app pulls in data (including custom fields!) from Salesforce.
Straight from the Help Scout Customer Profile sidebar, you can now see all sorts of relevant data from Salesforce.
You can also view Help Scout Conversation history on four types of records in Salesforce: Accounts, Contacts, Leads and Opportunities.
What customers love about the integration
“The integration has been great! It looks nice in Salesforce, and pulls in old Help Scout conversations automatically. Set-up was easy — and when we did need support, the Help Scout team was responsive and effective.”
Like snowflakes, we know that no two CRM databases are alike (we promise to complete the metaphor here), so on the Salesforce Fields tab, you can select the fields to show in the Help Scout sidebar. We’ll pull in the standard Salesforce fields and your Organization’s custom fields:
If you’re on the Plus plan:
You’re all set! Head on over to the Salesforce app to get started. 🎉
If you’re not on the Plus plan:
Take the Salesforce integration for a test drive! No commitments, no surprises. Just room for you to try out the CRM-Conversation-connection through Help Scout and Salesforce. Add your information below and someone from the team will reach out with next steps.
For full instruction details and the nitty-gritty on this integration, check out the Salesforce set-up guide.