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Help Scout Integration

Combine your customer support data with all your other customer data to create a single, 360 view of your customer.


When you connect Help Scout you’ll combine your helpdesk data in your customer profile, unlocking a wealth of information about your customers.

With Help Scout and Ortto, you'll be able to:

  • Automate emails to ask satisfied customers to leave you a review.

  • Address negative feedback so you can help make things right.

  • See a single view of your customer.

  • Segment your customers into audiences using data from Help Scout.

  • Create dashboards and set goals using all of your customer data.

When you connect the Help Scout data source, all of your customer records from Help Scout will be synced and a new object will be added to your customer data platform where you can view all of the relevant fields from Help Scout.

You will see the following activities:

  • Conversation created

  • Conversation updated

  • Rating received

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These leading brands are growing with Ortto

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With this tool, we can create customized workflows for different campaigns we run in our organization. It has an easy interface, which allows even a beginner to put their hands on it.

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The templates are very intuitive and easy to use, which allows you to learn more about how to use this platform. In addition, it allows the creation of more creative and personalized email marketing and digital marketing campaigns.

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The overall outbound and inbound sales process has been streamlined in such a way where we are able to focus on data generation as opposed to following up on on things that can be automated.

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