Salesforce is the world’s largest CRM solution, storing key data like customer opportunities and cases. By integrating Salesforce with Help Scout, you can bring data where you need it most: right where you’re already working with customers.
With a Salesforce integration, your support team is equipped with full context on each customer they are responding to. Straight from the Help Scout Customer Profile pane, you can now see all sorts of relevant, custom fields pulled from Salesforce. You can also view Help Scout Conversation history on four types of records in Salesforce: Accounts, Contacts, Leads and Opportunities.
The integration has been great! It looks nice in Salesforce, and the fact that it pulls in old Help Scout conversations automatically is a huge plus. Installing and setting up the integration was easy - and when we did need support, the Help Scout team was responsive and effective.
Do more with Salesforce and Help Scout:
- See Help Scout conversation history in Salesforce when you load an Account, Contact, Lead, or Opportunity
- Review all sorts of CRM information (including customer fields!) straight from the Help Scout Customer Profile pane