Integrate Capsule with Help Scout

Identify and respond to pipeline opportunities from Help Scout

Capsule is an online CRM designed for small 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.

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