Bring key customer data to your support team
HubSpot gives you the ability to create contacts, company, and deal records. By connecting HubSpot with Help Scout, you can easily bring contextual information on your customers, straight to Help Scout.
With a HubSpot integration, your support team is equipped with full context on each customer they are responding to, including background on the individual customer relationship — like the HubSpot owner, total revenue, and latest activities, like sign-up date and email engagement. Monitor these activities straight from where you’re already working with customers: in the Help Scout conversation pane. Plus, take customer satisfaction ratings back to HubSpot, ensuring your CRM is always up-to-date.
Straight from Help Scout, you can see key customer insights, including:
Lifecycle stage
HubSpot owner
Predictive lead score
Total revenue
Latest Activities
List subscriptions
Workflow membership
Recent Deals
Already using Help Scout & HubSpot? Here’s how to integrate
Not on HubSpot yet? Click here to get started
Need help? Please send us your questions by emailing help@helpscout.com - we’re listening!
Note, which information is exchanged between Help Scout and HubSpot is dependent on the paid HubSpot plan(s) you’re subscribed for, Sales Pro and/or Marketing.
Want to learn what Help Scout can do for you? See for yourself with a free trial — we'll happily extend you if you need more time.
