Connect HubSpot With Help Scout to Manage Customer Data - Help Scout Support

Description: HubSpot is the marketing hub for your business, giving you the ability to manage customers, send emails, create content and track opportunities. Connecting HubS

Content: Connect HubSpot With Help Scout to Manage Customer DataHubSpot 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.This integration is included with the Help Scout Plus and Pro plans. It will work with any HubSpot account except Marketing Hub™ Free.In this articleWhat It Can DoActivation InstructionsRemoval InstructionsWhat It Can DoAdd a new conversation to the contact Activity tab in HubSpotAdd a new contact to HubSpot from Help ScoutDisplay contact activity, lists, workflows, and opportunities in the sidebar within Help ScoutDisplay contact and company properties in the customer sidebar within Help ScoutActivation Instructions1Head toManage > Appsin Help Scout. Search for and selectHubSpot, then clickInstall App. Log in to HubSpot if you're not already logged in.2Select the HubSpot account account you want to link with Help Scout. Only one HubSpot account can be connected via the integration.3Scroll down the page to review the permissions you'll grant to Help Scout. Check the box to agree to the terms, then clickConnect app.4Select the properties you want to sync and display in Help Scout. Click theSettingsandPropertiestabs to make adjustments as needed. Make sure to hitSaveafter making changes.Note:Only one CRM integration can sync and update customer profiles on the Help Scout side. Select theSync Profileoption for HubSpot if you want HubSpot to handle the primary profile sync.5You'll see a new HubSpot section in the customer sidebar while viewing a conversation with the items you've selected to appear.6Find the selected conversation activity in the HubSpot Activity section of a contact.Removal InstructionsRemove from Help ScoutRemoving the HubSpot integration from Help Scout will mean that you no longer have sidebar access to HubSpot data while in a Help Scout conversation.Head toManage > Appsin Help Scout. Search for and selectHubSpot.ClickUninstall App.Remove from HubSpotRemoving the integration from HubSpot will delete any activities recorded in HubSpot while the integration was connected, but any contacts that were created will remain.Click the gear icon in the top navigation to accessSettings, then clickIntegrationsin the left side navigation, thenConnected Apps.Find the Help Scout tile and click the Actions dropdown menu, then selectUninstall. Type in the worduninstalland clickUninstallto confirm the removal. Choose a reason for uninstalling if desired then clickDone.

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