Close CRM and Help Scout Integration

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Sync new Help Scout conversations to Close CRM, creating or updating leads for better sales visibility. Latenode's visual editor simplifies complex data mapping and ensures reliable lead management. Customize your logic with JavaScript and scale affordably.

Swap Apps

Close CRM

Help Scout

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and Help Scout

Create a New Scenario to Connect Close CRM and Help Scout

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Help Scout will be your first step. To do this, click "Choose an app," find Close CRM or Help Scout, and select the appropriate trigger to start the scenario.

Add the Close CRM Node

Select the Close CRM node from the app selection panel on the right.

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Close CRM

Configure the Close CRM

Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Close CRM

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#1 Close CRM

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Connect Close CRM

Sign In

Run node once

Add the Help Scout Node

Next, click the plus (+) icon on the Close CRM node, select Help Scout from the list of available apps, and choose the action you need from the list of nodes within Help Scout.

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Close CRM

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Help Scout

Authenticate Help Scout

Now, click the Help Scout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Help Scout settings. Authentication allows you to use Help Scout through Latenode.

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Close CRM

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Help Scout

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Connect Help Scout

Sign In

Run node once

Configure the Close CRM and Help Scout Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Close CRM

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Help Scout Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Close CRM and Help Scout Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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AI Anthropic Claude 3

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Help Scout

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Trigger on Webhook

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Close CRM

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Close CRM, Help Scout, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Help Scout integration works as expected. Depending on your setup, data should flow between Close CRM and Help Scout (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Close CRM and Help Scout

Close CRM + Slack + Help Scout: When a deal reaches a specific status in Close CRM, a notification is sent to a designated Slack channel to alert the support team. The support team can then prepare for onboarding the new client in Help Scout.

Help Scout + Close CRM + Google Sheets: When a new conversation is created in Help Scout, the workflow searches for the associated client in Close CRM. If the client is found, the ticket information, along with the client's details, is logged in a Google Sheet for reporting purposes.

Close CRM and Help Scout integration alternatives

About Close CRM

Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.

Related categories

About Help Scout

Automate Help Scout within Latenode to streamline support workflows. Automatically escalate urgent tickets, update customer profiles, and trigger proactive outreach based on support interactions. Centralize Help Scout data with other systems in visual workflows. Use AI and scripting for advanced routing or analysis.

See how Latenode works

FAQ Close CRM and Help Scout

How can I connect my Close CRM account to Help Scout using Latenode?

To connect your Close CRM account to Help Scout on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Close CRM and click on "Connect".
  • Authenticate your Close CRM and Help Scout accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Close CRM deals from Help Scout?

Yes, you can! With Latenode, automatically update Close CRM deals when a Help Scout conversation changes status. This saves time and keeps sales data accurate and up-to-date.

What types of tasks can I perform by integrating Close CRM with Help Scout?

Integrating Close CRM with Help Scout allows you to perform various tasks, including:

  • Create Close CRM leads from new Help Scout conversations.
  • Send Help Scout replies when a Close CRM deal reaches a specific stage.
  • Update Help Scout customer profiles with Close CRM contact information.
  • Trigger Close CRM activities based on Help Scout tag updates.
  • Log Help Scout conversation summaries as notes in Close CRM.

What type of Close CRM data can I access via Latenode?

You can access and manipulate leads, contacts, opportunities, activities, and custom fields. Latenode offers a flexible API interface.

Are there any limitations to the Close CRM and Help Scout integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • API rate limits of Close CRM and Help Scout still apply.
  • Historical data migration might require a separate, one-time workflow.

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