View Close.io Lead data directly from your Help Scout conversations
Close.io 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.io 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.io + Help Scout integration allows you and your team to bring Close.io 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.io if a lead matching the customer’s email address cannot be found.