Sync Close.io Data to Help Scout in Minutes

Last updated: June 17, 2025
Ensure Data Quality
Close.io
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Help Scout
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  • Customer Since:
    May, 2023
  • Customer Since:
    July, 2018
  • Case Study
    Customer Since:
    August, 2019
  • Customer Since:
    November, 2017
  • Customer Since:
    December, 2021
  • Case Study
    Customer Since:
    January, 2025
  • Customer Since:
    September, 2017
  • Customer Since:
    March, 2022

Table of Contents

  • About Close.io
  • About Help Scout
  • Popular Use Cases
  • Close.io's End Points
  • Help Scout's End Points

About Close.io

Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.

About Help Scout

Help Scout help desk software provides businesses with marketing automation, reports, live chat features, and more that help them increase internal productivity and personalize customer interactions. In the big picture, this allows them to streamline their communications and hone long-term strategies, thereby improving customer satisfaction and sending more effective communications.

Popular Use Cases

Bring all your Close.io data to Amazon Redshift

Load your Close.io data to Google BigQuery

ETL all your Close.io data to Snowflake

Move your Close.io data to MySQL

Bring all your Help Scout data to Amazon Redshift

Load your Help Scout data to Google BigQuery

ETL all your Help Scout data to Snowflake

Move your Help Scout data to MySQL

Close.io's End Points

Close.io Contacts

Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.

Close.io Activities

Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.

Close.io Opportunities

Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.

Close.io Organizations

Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.

Close.io Custom Fields

Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.

Help Scout's End Points

Help Scout Conversations

List, retrieve, create, or update conversations to keep your team on the same page, and use built-in chat and features to make conversations with customers more efficient, useful, and effective.

Help Scout Threads

Create conversation threads, update thread text, and retrieve the original thread text to stay on top of customer interactions and maintain communications over time.

Help Scout Attachments

Move and add Help Scout attachments easily and effectively to ensure efficient communications and send targeted, personalized messages.

Integrate Close.io With Help Scout Today

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