Integrate Close with Help Scout
View Close Lead data directly from your Help Scout conversations
Close is the inside sales CRM of choice for SMBs and startups. Packed with built-in call automation, predictive dialing, bulk email, and email sequences, Close features a sales workflow (built by and for salespeople) that’s optimized to increase sales productivity and help you close more deals.
Enabling the Close + Help Scout integration allows you and your team to bring Close Lead data straight into your Help Scout Tickets. Matching by customer email address, this integration lets you see a customer’s Lead Status, Lead Owner, Company Description, and many other custom fields directly in Help Scout. Additionally, you’ll have the ability to create a new lead in Close if a lead matching the customer’s email address cannot be found.
Do more with Close and Help Scout:
- View Close Lead data for each customer that submits a ticket to Help Scout
- Easily create a new lead in Close if no lead for a customer can be found