Summary:
This article explains how the Aircall-Help Scout integration works, its key components, and how to use it effectively. You can access and manage this integration from the Aircall Admin Dashboard via Integrations & API in the left sidebar menu.
How it works:
Setting up the Aircall-Help Scout integration is a straightforward process involving authorization in both platforms and selecting which Aircall numbers and Help Scout mailboxes will sync.
- Prerequisites: Ensure you have admin rights in both Aircall and Help Scout.
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Start Setup:
- Log in to the Aircall Admin Dashboard.
- Select Integrations & API from the left sidebar menu.
- In the Discover integrations section, find and click Help Scout.
- Click Install integration to begin.
- Authorize Integration: Click Authorize when prompted.
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Add Numbers:
- Under Select numbers, click Add numbers.
- Choose which Aircall numbers should link to Help Scout, then click Add numbers (bottom right corner).
⚠️ Note: You can skip this step, but at least one number must be selected to log call activity in Help Scout. You can add or remove numbers later in the Aircall Dashboard.
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Help Scout Login:
- If you’re not logged into Help Scout, you’ll be redirected to its login page after clicking Add numbers.
- Log in, then authorize Aircall to access your Help Scout account.
6. Select Mailbox: Back in Aircall, use the dropdown to pick which Help Scout mailbox should sync with Aircall, then click Next.
7. Finish: Click Finish. Your Help Scout integration is now active!
Tips for best use:
- Assign dedicated Aircall numbers to each team or Help Scout mailbox for clear call tracking.
- Regularly review and update number-mailbox pairings in Aircall as your team changes.
FAQs:
Q: Does this work offline?
A: No, the integration requires an active internet connection and access to both Aircall and Help Scout.
Q: Can I disable it?
A: Yes, you can remove or modify the integration anytime directly from the Aircall Dashboard under Integrations & API.