Connect Help Scout with CloudTalk and have your customer details and caller history all in one place - CloudTalk or Help Scout. Automated synchronization will also make sure that customer data are always up-to-date in both systems.
In this article, we will show you how to use Help Scout together with CloudTalk to easily initiate calls and If you prefer video setups, here's an instruction video.
If you prefer video setups, here's an instruction video on Help Scout + CloudTalk - Integration Overview:
Easily open caller's HubSpot profile before picking up the call
When receiving a call, you can access the customer's Help Scout profile with a single click even before picking up the call - just click on the Help Scout button. Based on the information stored like notes, files and previous calls, you can provide better and more accurate service.
Outbound call with click to call feature logged as a ticket
When logged in your Help Scout account, all numbers will be converted into a clickable format and you can easily initiate calls with a single click. At CloudTalk, we call this the Click-to-Call feature.
After the call is initiated, you can learn more about your customer by accessing the caller's Help Scout profile with a single click.
During or after the call, you can add different tags according to your needs. You can also write down a note and evaluate the customer's mood or call quality.
After you add necessary information and click "Done", the call will be logged as an activity in Help Scout.
Create new conversations directly in CloudTalk
During the phone call, you can easily create new conversation for Help Scout without ever leaving the CloudTalk interface. This means that our customer management solution will have a positive impact on the length of the call and facilitate the agent’s work.
In the client’s contact detail, just click Create – this will start a new conversation with the client’s request, which is automatically transferred to the client’s contact detail in Help Scout as well.
With real-time customer card, you can perform this action when still on the phone with the client.
If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!