Integrate Salesforce with Help Scout
Integrate Salesforce with Help Scout Today
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About Salesforce
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
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 Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce 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
Integrate Salesforce With Help Scout Today
Free 14-day trial. Easy setup.
Cancel any time.
Salesforce's End Points
Salesforce Leads
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Salesforce Contacts
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Salesforce Accounts
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Salesforce Opportunities
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Salesforce Products
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Salesforce Campaigns
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Salesforce Events
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
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.