Connect HubSpot With Help Scout to Manage Customer Data

HubSpot is the marketing hub for your business, giving you the ability to manage customers, send emails, create content and track opportunities. Connecting HubSpot with Help Scout keeps your marketing and support teams in sync!

Once connected, you can select any number of Contact or Company properties (default or custom properties you created) to display in the Help Scout sidebar. You can also pull in Latest Activity, List memberships, Workflows, and Deals associated with the person. If you need more information, opening the profile in HubSpot is only a click away.

What It Can Do

• Add a new conversation to the contact Activity tab in HubSpot
• Add a new contact to HubSpot from Help Scout
• Display contact activity, lists, workflows, and opportunities in the sidebar within Help Scout
• Display contact and company properties in the customer sidebar within Help Scout

1

Head to Manage > Apps in Help Scout. Search for and select HubSpot, then click Install App. Log in to HubSpot if you're not already logged in.

2

Select the HubSpot account account you want to link with Help Scout. Only one HubSpot account can be connected via the integration.

3

Scroll down the page to review the permissions you'll grant to Help Scout. Check the box to agree to the terms, then click Connect app.

4

Select the properties you want to sync and display in Help Scout. Click the Settings and Properties tabs to make adjustments as needed. Make sure to hit Save after making changes.

Note:Only one CRM integration can sync and update customer profiles on the Help Scout side. Select the Sync Profile option for HubSpot if you want HubSpot to handle the primary profile sync.

5

You'll see a new HubSpot section in the customer sidebar while viewing a conversation with the items you've selected to appear.

6

Find the selected conversation activity in the HubSpot Activity section of a contact.

Remove from Help Scout

Removing the HubSpot integration from Help Scout will mean that you no longer have sidebar access to HubSpot data while in a Help Scout conversation.

1. Head to Manage > Apps in Help Scout. Search for and select HubSpot.
2. Click Uninstall App.

Remove from HubSpot

Removing the integration from HubSpot will delete any activities recorded in HubSpot while the integration was connected, but any contacts that were created will remain.

1. Click the gear icon in the top navigation to access Settings, then click Integrations in the left side navigation, then Connected Apps.

   
   

   

2. Find the Help Scout tile and click the Actions dropdown menu, then select Uninstall. Type in the word uninstall and click Uninstall to confirm the removal. Choose a reason for uninstalling if desired then click Done.