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How To Configure Your Help Scout Integration

Jordan W.
  • Updated

The Aircall-Help Scout integration has a lot to offer by streamlining workflows and getting rid of manual data entry after a phone call. Thankfully, getting set up only takes a few minutes!

Before you start, make sure that you have admin rights in both Aircall and Help Scout.

  • Log in to the Aircall Dashboard

  • Select Integrations & API on the left sidebar menu

  • Under the Discover Integrations tab, search for Help Scout

  • Open Help Scout and click on Install integration

Now you will be guided through three easy steps outlined below.

Step 1: Authenticate Aircall

  • Click on New Authentication.

  • This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.

  • Click on Create and a pop-up will appear

  • From the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall

⚠️ Please note: You must Authenticate twice for Help Scout. First in Step #1, then again in Step #2. Only after Authenticating twice will the drop down allow you to select a Help Scout mailbox.

Step 2: Connect Aircall Number

  • Select a number from the drop down to connect to Help Scout

helpscout_connect_number.png

Step 3: Authenticate Help Scout

  • Click on New Authentication

  • This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.

  • Click Add and a pop-up will appear

  • From the pop-up, log in to your Help Scout admin account

  • Click on Authorize to allow Tray.io access your account

authorize-aircall-tray-api-for-help-scout.png

  • If the integration is successful, you will see a message that says “Help Scout connected.” Once you see this, click on Next.

Step 4: Select a Help Scout mailbox

  • Click on the drop down to view a list of the available mailboxes in your Help Scout account

  • Choose the mailbox that you would like to sync with Aircall

helscout_mailbox.png

⚠️ Please Note: If there are more than 50 mailboxes, you will need to manually enter the name of the mailbox in the field to add it.

  • Click on Finish.

🎉 Great, your Help Scout integration is active!

Still in need of assistance? Please feel free to reach out to the Support Team and we will be happy to assist!

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