It is no secret that you must ensure your customers are happy for your business to succeed—customer experience is the ultimate differentiator. This customer-first mindset has popularized tools like Help Scout.
Help Scout is a comprehensive customer support platform that operates as a hub for all customer interactions. While It provides an impressive suite of tools and features, integrations can make it even more powerful.
Sit back as we walk you through 10 app integrations that take Help Scout to the next level.
Top 10 Help Scout Integrations to Transform Customer Support
Summarize this article for me pleaseWhat Should You Look For In Help Scout Integrations?
Here are a few considerations to bear in mind while vetting an integration for Help Scout:
- Seamless integration: You want a solution that integrates with Help Scout, but what about the larger digital infrastructure? The system must be compatible with other tools, platforms, and technologies you use for business activities like customer relationship management, lead nurturing, engagement, and more
- Ease of use: You don’t want to spend weeks setting up the new integration—or experience so much friction that your team gives up. The integration must be user-friendly and easy to use. Having an intuitive UI and smooth onboarding experience will catalyze adoption rates
- Customization: Look for integrations you can customize depending on your business needs and customer preferences. Tailoring the workflow allows you to extend a rewarding customer experience through personalization and efficiency
- Automation: Customer service and support can quickly snowball, overwhelming your teams. Select the integration that offers automation to streamline incoming requests and tackle routine and repetitive tasks. Doing so will make it easier to serve customers better
- Security and compliance: Your teams may deal with sensitive customer data. As such, you want robust security and failproof compliance to prevent mishaps or breaches. Integrations that follow the best practices for maintaining data safety, security, and compliance should top your list
- Scalability: Help Scout grows with your organization and its changing requirements. You want the same degree of scalability in the integrations, too, as there are going to be peaks and valleys while handling customer demands
- Cost versus value: Instead of focusing only on the cost of the integration, visualize the value it brings to your customer service and support processes. Analyze how well it aligns with Help Scout and the broader organization goals to justify the investment
Summarize this article for me pleaseThe 10 Best Help Scout Integrations to Use in 2024
Now that you understand how to analyze the Help Scout integrations, let’s examine the ones worth your time.
1. ClickUp
ClickUp and Help Scout might seem like an unlikely match at first glance, but the reality is different. ClickUp, a one-stop project management tool, is a powerful add-on for Help Scout to unlock more value. Every business activity can be translated into a project, and the same applies to customer experience management.
A project management tool can be instrumental in handling customer inquiries, solving problems collaboratively, transmitting customer feedback to product development teams, and improving overall business efficiency.
Here’s an overview of some ClickUp features that can help achieve such results:
Task Management
ClickUp Tasks are a game-changer in customer support management. A new customer inquiry in Help Scout triggers a new task in ClickUp, eliminating the need for customer service reps to switch between platforms and manually re-enter information.
Then, it is simply a matter of assigning tasks, defining priorities, setting deadlines, adding comments, and tracking tasks to resolve every incoming customer communication!
Document Management
ClickUp Docs is a centralized document repository. Use it to create customer knowledge bases or collaborate internally to compile best practices, tips, and tricks; the possibilities are endless. In addition to making information available, it sets up automated workflows that take off when certain business conditions are met.
Universal Search
Locate anything and everything with Universal Search on ClickUp. This feature harnesses the cohesiveness of the digital infrastructure to make every asset searchable and navigable. You can find anything with the right set of keywords, from document files on ClickUp Docs to shared inboxes built through integrations.
ClickUp Brain
ClickUp Brain is an all-in-one AI assistant. It can perform various functions, from summarizing project status to drafting instant responses to questions. You can even use it to compile and populate FAQs and how-to articles to cater to self-servicing requirements.
ClickUp best features
- Time tracking: Log the number of work hours put into a task with ClickUp’s built-in Time Tracking feature
- Goal tracking: Set, track, view, and organize goals and OKRs to facilitate goal achievement using ClickUp Goals
- Customizable workspaces: Design your workspace your way with multiple ClickUp Views like Workload, List, Board, and Calendar, and gain complete visibility of your projects
- Mind maps: Create stunning visual outlines on ClickUp Mind Maps from the start or by utilizing already-completed tasks
- Custom fields: Add ClickUp Custom Fields to tasks, projects, and documents for sharper data organization and tracking
ClickUp limitations
- The long list of features may leave you feeling that you are unable to use the platform to its fullest
- The built-in chat functionality may not be as intuitive as dedicated communication platforms
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $10/month per user
- Enterprise: Custom pricing
- ClickUp Brain is available on all paid plans for $5 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5.0 (9,392 reviews)
- Capterra: 4.6/5.0 (4,009 votes)
2. Freshbooks
Although Freshbooks started as an invoicing tool, it is now a full-featured, double-entry, cloud-based accounting software. Designed for small and medium businesses, it streamlines various activities like invoicing, accepting payments, tracking expenses, tracking billable hours, reporting on finances, and more.
When integrated with helpdesk software, this accounting tool will allow the support team to view billing or invoicing information directly from tickets.
Freshbooks best features
- Use it for invoicing, accounting, payments, expenses, time-tracking, project feasibility, reporting, and more
- Compile client information, invoices, project details, conversations, reports, etc. in one place
- Customize estimates and get one-click authorized approvals using eSignatures
- Convert estimates into invoices and accept deposits or payments as per the client’s preferred mode of payment
- Measure project profitability using data-backed insights and reduce cost overheads for increased profit margins
Freshbooks limitations
- Adding team members can cause the total cost of Freshbooks to compound
- Lacks custom reporting features with not enough flexible templates
- The mobile app is weak
Freshbooks pricing
- Lite: $19/month
- Plus: $33/month
- Premium: $60/month
- Select: Custom pricing
Team members can be added at $11 per user per month.
Freshbooks ratings and reviews
- G2: 4.5/5.0 (705 reviews)
- Capterra: 4.5/5.0 (4,382 votes)
3. Shopify
Shopify is a popular eCommerce platform that allows businesses to take charge of their online presence. From creating professional online stores to managing phygital (physical + digital) outlets, Shopify is a great way to digitize your business and centralize sales. Its user-friendly interface allows storeowners to create product listings, manage inventory, and process orders quickly.
It has built-in marketing tools that help businesses perform organic or paid outreach. You can use native broadcasting tools or third-party customer communication channels to engage your customers and keep the sales coming.
Shopify best features
- Set up full-featured online stores in just a few clicks with Online Store Editor or Hydrogen & Oxygen store builders
- Promote your store and sell your products across multiple sales channels like online marketplaces and social media
- Accept payments using Shopify Checkout (online) and Shopify POS (offline)
- Leverage 60+ reports for tracking store performance, optimization, and capitalizing on opportunities
- Connect your online store with brick-and-mortar outlets using Shopify POS
Shopify limitations
- Lack of flexibility in customizing stores and personalizing the user experience of a shop
- It may not suit businesses with large product catalogs, large app integrations, and subscription models
- It can quickly become costly
Shopify pricing
- Basic: $29/month
- Shopify: $79/month
- Advanced: $299/month
- Plus: $2,300/month
Shopify ratings and reviews
- G2: 4.4/5.0 (4,520 reviews)
- Capterra: 4.5/5.0 (6,286 votes)
4. CircleLoop
CircleLoop is a UK-based business cloud telephony system. Use it with Help Scout to streamline communication and expand your business’ availability and accessibility on call. By integrating CircleLoop into your business workflow, you can make or receive calls from any device, whether a desktop, smartphone, or tablet.
It also facilitates effective call management for businesses of all sizes. With features like smart call routing and voicemail transcription, your agents can always go the extra mile while serving customers!
CircleLoop best features
- Use a local UK number to make or receive calls
- Enjoy extensive call functionalities such as inbound/outbound calling, transfers, forwarding, redirecting, voicemail, etc.
- Record calls and analyze the number, team, or individual performance using data-backed analytics
- Embed click-to-call buttons on your business website
CircleLoop limitations
- Call quality can be subpar with incoming call blockage, intermittent lags, and issues during call transfers
- Setting up IVRs and call routing is complicated, especially while using mirrored numbers
CircleLoop pricing
- Pay as you go: £5 + VAT/month per user
- Unlimited: £15 + VAT/month per user
- Additional and VIP numbers are available at £2 (+ VAT) and £3 (+ VAT) per user per month.
CircleLoop ratings and reviews
- G2: 4.3/5.0 (12 reviews)
- Capterra: 4.6/5.0 (11 votes)
5. Pipedrive
Pipedrive is a customer relationship management (CRM) platform and sales pipeline management tool for visualizing the customer journey. It tracks how leads move across various stages in the sales cycle to make managing sales activities more strategically easier. Its simple drag-and-drop interface makes it easy to design sales pipelines with customizable stages indicating the different steps or activities involved in the sales process.
Pipedrive best features
- Maintain a record of all leads and deals, along with their latest status, and get notified of deal rotting
- Create customizable product catalogs of your business’ products and services
- Centralize business communications by creating a database of contacts and access activities, communications, and history
- Review past performance and receive suggestions for improving the sales cycle
- Integrate 400+ applications in just a single click to expand sales management
Pipedrive limitations
- It has a highly confusing layout, and the dashboards are not intuitive
- Several useful features are hidden behind paywalls
- It can be overwhelming to use
Pipedrive pricing
- Essential: $14/month per seat
- Advanced: $29/month per seat
- Professional: $59/month per seat
- Power: $69/month per seat
- Enterprise: $99/month per seat
Pipedrive ratings and reviews
- G2: 4.2/5.0 (1,800 reviews)
- Capterra: 4.6/5.0 (2,949 votes)
6. Census
Census is a customer data platform (CDP) and reverse ETL solution that centralizes customer information obtained from various sources, cleans it, and feeds it into business applications.
Whether it is social media, websites, service desk software, or marketing platforms, Census unifies all the scattered data and unifies it to develop a single customer profile. This allows businesses to gain a 360-degree view of their customers while understanding their needs, preferences, and behaviors.
Census best features
- Merge real-time streaming data with historical data using Census Live Sync to improve customer engagement
- Build on your existing data warehouse to eliminate any silos and sync quickly with incremental batch updates
- Enjoy immense flexibility and scalability as Census automatically syncs data across business tools and warehouses
- Set up automated notifications that trigger when a customer performs a specific activity to capitalize on every opportunity
- Maintain robust data security as Census alerts users in case of connection losses to the apps or databases and resumes sync only after reconnection
Census limitations
- It has a steep learning curve since it is engineering-focused and requires technical proficiency
- It has a strange pricing model where users get charged based on the number of columns, which makes it costly
- Still in its nascency
Census pricing
- Free
- Professional: $350/month
- Enterprise: Custom pricing
- Embedded: Custom pricing
Census ratings and reviews
- G2: 4.5/5.0 (326 reviews)
- Capterra: N/A
7. Cordless
Cordless is a cloud-based contact center that enables and empowers customer support teams to deliver exceptional service. It integrates with supplementary tools like CRM and help desk solutions like Help Scout, allowing support agents to expertly access the required information to resolve customer issues. It also comes equipped with AI capabilities that help analyze conversations, identify strengths and areas of improvement, and generate insights into enhancing agent performance.
Cordless best features
- Use Ask AI to access relevant information and address customer inquiries automatically
- Track the customer support team performance with metric-focused dashboards that update in real-time
- Identify and redact sensitive customer information automatically from call transcripts and recordings
- Perform sentiment analysis to improve support quality and infuse empathy into every interaction
Cordless limitations
- Limited integrations can restrict the use and applicability of the product
- Bugs may occasionally prevent calls from coming through to online support teams and redirect these calls to the offline teams
- Dashboard may feel less intuitive and clunky
Cordless pricing
- Professional: €45/month per user
- Custom: Custom pricing
Cordless ratings and reviews
- G2: 4.6/5.0 (11 reviews)
- Capterra: N/A
8. Olark
Olark is live chat software that allows businesses to engage website visitors in real-time. Whether answering questions or helping in the sales process, Olark offers a range of features like proactive chat invitations, co-browsing sessions, and chat transcripts, allowing businesses to make a lasting first impression. It integrates seamlessly with the help desk and CRM platforms to embed value into every new interaction and offer a personalized support experience.
Olark best features
- Customize your chat box to match your branding guidelines
- Automate live chat to engage website visitors at scale while personalizing the outreach based on visitor behavior and customized messages
- Learn from live chat analytics and discover actionable insights from detailed chat transcripts
- Convert chat boxes into customer forms and collect information first-hand
Olark limitations
- Does not support image sharing
- Mobile compatibility is limited
- Fewer integrations limit its capabilities
Olark pricing
Starts at $29/month per user
Olark ratings and reviews
- G2: 4.3/5.0 (223 reviews)
- Capterra: 4.5/5.0 (471 votes)
9. Mixpanel
Mixpanel is a powerful data analytics platform that allows businesses to extract meaningful information from structured and unstructured data from multiple sources. It collects comprehensive data about your product and the customer.
As such, you gain insights into how users interact with various features, track conversions across funnels, and measure customer engagement. Use this to optimize the sales journey and increase your product’s value proposition.
Mixpanel best features
- View insights like trendlines, top user paths, drivers of conversion, usage frequency, engagement and retention, and more
- Generate Lookup tables and maintain a data dictionary to manage data effectively
- Measure marketing campaign performance and analyze traffic across different marketing channels
- Create granular customer cohorts based on the user’s behavior, preferences, and other data
- Convert data or natural language questions into actionable reports using Mixpanel’s generative AI, Spark
Mixpanel limitations
- It has a steep learning curve due to the complexities of several features and poor onboarding
- Exporting data is cumbersome and often causes a loss of integrity
- Expensive
Mixpanel pricing
- Free
- Growth: $28/month
- Enterprise: Custom pricing
Mixpanel ratings and reviews
- G2: 4.6/5.0 (1,096 reviews)
- Capterra: 4.5/5.0 (130 votes)
10. Highrise
Highrise is a CRM platform designed by Basecamp to support small businesses. It helps manage tasks and contacts, track interactions, collaborate on deals, monitor leads and customers, and more. The platform is highly versatile, and you can use it to manage pipelines, recruitments, talent acquisition, events, public relations, products and services, customer support, and more.
Highrise best features
- Centralize all information on your leads and customers and organize them into segments
- Communicate with your client base and prospects from a single platform, be it bulk emails for promotions or personalized reminders
- Generate detailed reports on your pipeline performance and health
- Use email templates to avoid writing marketing copies from scratch
- Categorize lead information or campaign details as cases and deals for granular organization
Highrise limitations
- Has stopped accepting new sign-ups since August 2018
- It only offers basic functionality
Highrise pricing
- Not available
Highrise ratings and reviews
- G2: N/A
- Capterra: 4.5/5.0 (130 reviews)
Summarize this article for me pleaseLevel Up Your Customer Experience
Whether you use Help Scout or Help Scout alternatives, the 10 integrations shared above are the favorite apps of every customer-facing team. Adding these to Help Scout will expand the platform’s scope, applicability, and value proposition.
While every option offers something unique, choosing ClickUp checks all the boxes for advanced features. Whether converting tickets into tasks or reviewing team performance, ClickUp makes Help Scout more helpful and value-loaded.
Sign Up today to learn more about integrating Help Scout and ClickUp to transform your customer support and service experience.
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