Phone Support Integration (powered by Talkdesk)
Talkdesk brings all the benefits of an enterprise-level call center to your business. It's entirely web-based and works beautifully alongside Help Scout. With Talkdesk, members of your team can take and route customer phone calls from their browser. Customer history is pulled up automatically so you can be helpful right away.
This integration enables you to keep Talkdesk and Help Scout in sync with regard to customer profile and conversation activity. If you update a customer profile in Talkdesk, that update is instantly sent to Help Scout. If the customer leaves a voicemail, it can be available in both places for a quick response. Although no installation is required in Help Scout, you will need to activate it on Talkdesk's end.
To get started, you'll need your Help Scout API key to get started. Head over to your profile page in Help Scout and click on the API Keys tab located on the left-hand sidebar. Click on the blue Generate an API Key button. Copy your new key to the clipboard and tab over to Talkdesk.
Login to Talkdesk and click on the Admin link (key icon) from the navigation bar. Once there, click on the Integrations tab, locate the Help Scout tile from the list, and click on the Connect button.
Paste your Help Scout API Key in to the appropriate field. We recommend leaving the other options selected, but you're free to customize as you see fit. Click the blue Save button when you're done.
You'll want to create a couple of automated tasks to sync profiles and conversations. Head back to the Integrations page and find the Help Scout tile again. Clicking the green Settings button will take you to the automated task setup page, where you can start setting up tasks.