Integrate Close with Help Scout

View Close Lead data directly from your Help Scout conversations

Help Scout

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.

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

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

Get started with Help Scout

A better experience for your customers, fewer headaches for your team. You'll be set up in minutes.