How to integrate with Help Scout in just a few clicks

Help Scout Integration

01

Head to the data sources section of your Ortto account.

02

Click on the add new data source button.

03

Follow the prompts to connect your Help Scout account.

04

Relevant Help Scout activities and attributes are now within Ortto, ready to be used in your campaigns and reporting.

Connect your Help Scout data to unlock growth

Our data sources allow you to track the most
important customer activities, and send
automated, personalized omnichannel messages,
All within one, centralized "back end".

With our Help Scout integration you can...

Get a true picture of customer engagement

Get a true picture of customer engagement

See how engaged your customers are by using Help Scout activities in your engagement scores.

Take action when there is a change in engagement

Take action when there is a change in engagement

Trigger automated re-engagement messages when a user’s engagement drops below a desired level.

Optimize your support processes

Optimize your support processes

See if a support interaction leads to higher sales or increased adoption.

See how customer service impacts your bottom line

See how customer service impacts your bottom line

Understand if interactions impact customer retention, expansion, repeat business, churn and revenue.

Implement CSAT or NPS triggers

Implement CSAT or NPS triggers

Implement pop-ups for CSAT or NPS, trigger emails to alert your team when a response is received.

About Help Scout

A complete support solution

Help Scout is a cloud-based help desk solution that helps small businesses and small teams manage their customer relationships.

  • Documentation

    Documentation

    doc
    Integration built by Ortto

    Integration built by Ortto

    Best for customer support

    Best for customer support

    Superpower is allowing you to manage customer conversations in one place

    Superpower is allowing you to manage customer conversations in one place

    $20 - $60 USD a month

    $20 - $60 USD a month

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    Description

    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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