Integrate Capsule with Help Scout

Identify and respond to pipeline opportunities from Help Scout

Capsule is an online CRM designed for small to medium-sized businesses. Integrating Capsule shortens the process of responding to pipeline opportunities, syncing relevant customer data straight to Help Scout.

With a Capsule integration, your customer profile link and tagged pipeline opportunities are visible in the Help Scout Customer Profile pane. Plus, the integration helps you keep data fresh on both platforms: If the customer you're interacting with in Help Scout doesn't yet exist in Capsule, you can create a Capsule profile for them with one click.

Capsule - Help Scout - Capsule integration
Example of a Help Scout conversation with Capsule

Straight from Help Scout, you can now:

  • See the latest customer contact information, like tags and active opportunities

  • Add a customer to Capsule in a single click

Already using Help Scout & Capsule? Here’s how to integrate

Not using Capsule yet? Click here to get started

Need help? Please send us your questions by emailing — we’re listening!

Get started with Help Scout

Want to learn what Help Scout can do for you? See for yourself with a free trial — we'll happily extend you if you need more time.