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Help Scout Integration Activation

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The Help Scout integration setup is quick and easy. No programming is required.

Follow these steps to activate the integration:

  • Log in to your Talkdesk account as an Administrator.
  • Click the Admin section [1].
  • Select the Integrations [2] tab.
  • From the “Integrations Manager” page, click Add New Integration [3].

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  • Scroll down to Help Scout and click the Add Integration button [4].

Help_Scout_3.png

  • Select the appropriate boxes to synchronize contacts and interactions [5].
  • Click the Connect Help Scout button [6].

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Note: You must select the "Preview Actions" box to be able to create conversations in Help Scout.

  • After clicking Connect Help Scout, if you are already logged in to Help Scout, an authorization message is will be displayed; otherwise, you will be asked to log in to your Help Scout account:

helpscout.png

  • You must then review and Authorize Talkdesk to access your Help Scout account:

Help_Scout_Authorize.png

 

Once you have completed these steps, click Save and that’s it!

The integration between Talkdesk and Help Scout is now complete and you can start adding your automations.

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