Integrations = +25% CSAT.¹ If Help Scout isn’t connected, that quarter of customer goodwill is already in an Uber to your competitor’s office.

Without integrations, your team turns into digital archaeologists—digging through tabs for context, copy-pasting call notes, and apologizing for things they can’t see. Wiring Help Scout to your phone system, CRM, and collab tools means a full view of every conversation. Faster replies, fewer handoffs, happier humans.

In this guide, you’ll learn what to connect, why it matters, and which switches to flip—so tickets route themselves, calls log where they should, and your CRM stops needing daily apology emails.

Key Takeaways

  • Help Scout app integration simplifies workflows by automating repetitive tasks like call logging, ticket creation, and CRM updates—saving SMBs time and money.
  • The best setup depends on your goals—CRMs for revenue visibility, collaboration tools for speed, and calling platforms for complete conversation history.
  • Affordable and scalable, a modern Help Scout integration platform lets you start small and expand automation as your business grows.

Start Automating Today

Help Scout integrations make it easy to cut the busywork, connect your favorite tools, and focus on customers.

What Is a Help Scout Integration?

A Help Scout app integration connects Help Scout’s shared inbox, Docs, and Beacon with the other apps you use every day. It keeps systems in sync (think: contacts, conversations, tags, call logs) and removes the manual work between support, sales, and ops.

Next up: some true hidden gems (and a couple of spicy takes).

Get the Most from Help Scout

See how CloudTalk’s Help Scout integration brings calls, texts, and tickets into one tidy workflow.

Why Trust CloudTalk?

For nearly 10 years, we’ve been helping more than 30,000 professionals with our solutions. Along the way, we’ve worked closely with experts across customer support, sales, and operations—listening to their challenges and following market trends.

To support better software decisions, we’ve reviewed over 200 software tools across industries. In the process, we’ve analyzed 5,500+ verified customer reviews from platforms like G2, Gartner, Capterra, and TrustRadius, plus real discussions on Reddit and Quora. 

In the last year alone, we published over 1,000 articles—each one written by humans for humans, with care and a deep understanding of our customers’ needs. The reviews are based on trustworthy data, with one clear goal: to provide reliable insights and answers for you.

Learn how we keep our content integrity and our software review methodology.

The 10 Best Help Scout Integrations for 2025

Before we dive into your Help Scout integration options, here’s a quick look at the top picks for support, success, and revenue teams.

IntegrationBest ForWhy It Works With Help Scout
CloudTalkCall automation hubCentralize Help Scout calling integration across tools; log calls/SMS to conversations
SalesforceEnterprise & scaling teamsSync tickets + call activity to pipeline; align support and revenue
HubSpotMarketing & CX alignmentTie conversations to lifecycle stages and campaigns
PipedriveSMB sales pipelinesAuto-track calls, deals, and follow-ups from the inbox
Zoho CRMCost-conscious teamsAffordable Help Scout CRM integration with full sync
AsanaProject & campaign managementTurn conversations into trackable tasks
SlackFast team collaborationNotify channels on ticket updates to speed triage
NotionTeam knowledge baseStore call notes, feedback, and playbooks
JiraDev collaborationEscalate bugs with context straight from Help Scout
TrelloLightweight project trackingMove conversations into boards and keep work moving

And here’s a little TL;DR for your because really – who has time these days to read actual paragraphs?

Quick Notes on Bread-and-Butter Pairings

  • CloudTalk for Help Scout calling integration and complete call history in the inbox.
  • Slack for fast swarming on priority tickets.
  • Jira for clean, auditable escalations (no more “who owns this?”).
  • Trello when you need to keep it light and visible.

(If you’re browsing Help Scout app reviews right now and wondering which way to go, start with the tools your team already lives in and add from there.)

CloudTalk

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CloudTalk is a cloud-based business phone system and Help Scout VoIP integration. Together, they turn every call into an automated workflow—no code, no drama.

Picture this: a customer calls about an issue, it goes to voicemail, and your team is mid-coffee. Instead of that customer waiting in limbo, the CloudTalk/Help Scout integration logs the call, creates or updates the conversation, assigns it to the right owner, and can even nudge Slack—before anyone asks, “Who’s on this?” With Help Scout CTI, your agents click to call from numbers in Help Scout and see caller history where it matters.

For SMBs, this means less admin and fewer dropped balls. Every call, voicemail, and follow-up gets tracked, acted on, and tied neatly into your systems—so your team can focus on solving problems, not transcribing them. Setup is simple: add Help Scout in CloudTalk’s Integrations, authorize, then choose which call types to log and which numbers to connect.

You can also integrate CloudTalk’s AI Voice Agent to help out with the calls that your tem doesn’t have time to get around to.

Key features:

  • Automatic call and SMS logging to Help Scout conversations
  • Click-to-call from Help Scout (numbers become callable via CloudTalk)
  • Workflow triggers for missed calls, voicemails, and new leads
  • Analytics to track performance and optimize your support motions
  • Plays nice with your CRM stack for complete context

Pricing:

CloudTalk offers four pricing plans, each with its own set of features:

Who It’s For

Use this if your SMB needs powerful Help Scout calling software tied into CRM, billing, or marketing workflows.

Automate Smarter with CloudTalk + Help Scout

Connect your calls, tickets, and workflows in minutes. Simplify operations, cut busywork, and focus on growth.

Salesforce

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The Help Scout Salesforce Integration ensures conversations, call notes, and customer context don’t vanish into the ether. Push support activity into Salesforce to trigger flows, update account health, and give AEs the visibility they always say they don’t have (because they don’t). Attach conversation links to cases or opportunities so revenue and support finally share the same receipts.

Who It’s For

Best for enterprise or scaling teams that need advanced CRM visibility without extra admin.

HubSpot

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The Help Scout HubSpot Integration keeps contacts, tickets, and lifecycle stages in sync. New support conversations can update lead status or enrollment in nurture sequences; campaign context appears in the inbox so your replies actually match the email they just opened. It’s the bridge between marketing promises and support reality—chef’s kiss.

Who It’s For

Ideal for SMBs and marketing teams that want campaigns, lifecycle, and customer communications automatically aligned.

Pipedrive

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The Help Scout Pipedrive Integration helps small teams keep deals moving without babysitting their CRM. Convert qualified support conversations into deals, log call outcomes, and remind reps to follow up (because “I’ll do it later” is not a strategy). For pipeline hygiene that doesn’t require a weekly all-hands, this pairing delivers.

Who It’s For

Great for lean sales teams that want a simple pipeline with automated deal and call updates from the inbox.

Zoho CRM

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Affordable, capable, and friendly to ops: the Zoho CRM Integration gives you contact sync, pipeline updates, and support context where your sellers live. Think of it as a Help Scout integration solution that keeps costs low and data consistent—no more spreadsheet archaeology.

Who It’s For

Perfect for budget-conscious SMBs needing a cost-friendly CRM with reliable automation.

Asana

Turn conversations into action with Help Scout ↔ Asana. Create tasks for bug fixes, content updates, onboarding checklists—whatever your customers keep (politely) yelling about. The magic is accountability: once it’s in Asana, it exists in time and space and can no longer be “forgotten because Slack was busy.”

Who It’s For

Best for project and marketing teams that need structured follow-through from every conversation.

Slack

The Slack ↔ Help Scout integration pipes conversation updates into channels so triage happens fast and in the open. New conversations, assignments, updates, replies—send them to the channel that actually gets eyes. It’s the fastest way to align support with product, success, and sales without forcing everyone into yet another dashboard.

Who It’s For

High-velocity teams that live in Slack and want instant visibility on customer issues.

Notion

Make your Help Scout integration examples tangible by piping tags, themes, and wins into Notion. Centralize call notes, post-mortems, and “things we never want to repeat” into a searchable knowledge base. Your future self (and the new hire onboarding next Tuesday) will say thank you.

Who It’s For

Teams using Notion as a knowledge hub who want real-time updates from the inbox.

Jira

When a bug needs adult supervision, push it to Jira with full context from Help Scout—conversation link, customer details, steps to reproduce, the whole melodrama. Your developers get signal, not noise; your agents get status updates without chasing. It’s escalation with receipts.

Who It’s For

Support + product squads that need clean escalations and issue tracking tied to real customer threads.

Trello

For lightweight tracking, send Help Scout conversations to Trello boards and keep work moving—simple, transparent, and impossible to ignore when the card hits “Overdue.” Perfect for small ops, content tweaks, and partnerships that don’t need the Great Wall of Process.

Who It’s For

Small teams that prefer visual boards to wrangle follow-ups without heavy PM overhead.

Benefits of HelpScout Integration

  • Simplify Repetitive Work: Automate tasks like logging calls, creating tickets, updating CRMs, or sending follow-ups so your team spends less time on admin and more time solving real problems.
  • Affordable Automation for SMBs: Unlike complex enterprise tools, modern Help Scout integration options are cost-effective and designed for small and mid-sized teams.
  • Faster Customer Response: Trigger instant workflows—auto-replies, escalations, or routing rules—so no inquiry goes unanswered. (Also, 70% of organizations plan to invest in AI and automation for customer service within the next year, so the bar is rising.)²
  • One Platform, Many Tools: Connect CRMs, marketing apps, phone systems, and project tools from a single Help Scout integration platform.
  • Scale Without Extra Overhead: Add Help Scout automation as you grow without hiring more people or building a Rube Goldberg machine in the back office.

Start Automating With Help Scout + CloudTalk

Cut repetitive work, speed up responses, and scale without extra overhead. See the difference in just minutes.

How to Choose the Right HelpScout Integration for Your Business

Here’s the thing: you don’t need every app under the sun. That’s how you end up with a Franken-stack—half your budget going to tools you only remember when finance emails you a very polite question. Instead, pick what actually fixes your problems. Here’s your cheat sheet of Help Scout integration tools:

CRM Integrations

If renewal risk sneaks up like a cat at 3 a.m., connect Help Scout to your CRM. Choose Salesforce or HubSpot if you’re feeling fancy, Pipedrive or Zoho if you like it simple and affordable. (Yes, this is your “Help Scout Salesforce Integration / Help Scout HubSpot Integration / Help Scout Pipedrive Integration moment.)

Marketing Integrations

Running campaigns or lifecycle journeys? Tie Help Scout marketing integrations to your funnels so replies reflect reality and customers don’t get “Welcome!” emails after a refund. Your reputation (and sanity) will thank you.

Support + Collaboration

Customers don’t care that your inbox is “a little full.” They want answers. Use Slack to swarm issues, Jira to escalate bugs, and Trello/Asana to make follow-ups tangible.

Knowledge & Docs

If your team spends half their lives saying “Where’s the latest product info?”, pipe themes and notes into Notion. Build playbooks that save your future self hours.

Calling & CTI

Bring voice into the picture with CloudTalk—a Help Scout calling integration that logs calls, SMS, and voicemails right where your agents live. It’s the missing link between conversations and outcomes.

Pro Tip

Start with one integration that solves your biggest headache. Then scale. Otherwise, you’ll just automate chaos—and chaos is very hard to expense.

How to Set Up Help Scout Integrations in Minutes

You don’t need a developer or a 200-slide onboarding deck. Here’s the short version:

  1. 01
    Open Help Scout → Apps

Browse the integration gallery for native pairings like Slack, Jira, Trello, and CloudTalk; or use automation tools (Make, Zapier) for custom flows.

  1. 01
    Authorize & Connect

Click the integration, sign in, and grant permissions.

  1. 01
    Choose Triggers & Actions

Define what kicks things off (new conversation, status change, assignment) and what happens next (create task, update CRM, log call, post to Slack).

  1. 01
    Test & Activate

Run a quick test and flip it on. For CloudTalk specifically, you can also start in CloudTalk → Account → Integrations → Help Scout, authorize, then select which call types to log and which numbers to connect.

  1. 01
    Iterate

Start simple (one flow), measure impact, then layer in more Help Scout integration examples as you go.

Automate the Busywork, Focus on What Matters

Your team wasn’t hired to copy-paste between tools like it’s 1999. Help Scout software plus the right integrations cut the chaos, connect your apps, and give you back the hours you’ve been doom-tabbing.

For AI voice and calling solutions, CloudTalk’s Help Scout integration will make your agents’ lives easier and your customers happier.

Simplify Your Workflows

Don’t let manual work slow you down. With Help Scout integrations, every call, ticket, and task syncs automatically across your tools. Get started in minutes—no IT required.

Source:

Natalie Asmussen
23 Sep 2025