Integrate Capsule with Help Scout

Identify and respond to pipeline opportunities from Help Scout

Capsule is an online CRM designed for small to medium-sized businesses. Integrating Capsule shortens the process of responding to pipeline opportunities, syncing relevant customer data straight to Help Scout.

With a Capsule integration, your customer profile link and tagged pipeline opportunities are visible in the Help Scout Customer Profile pane. Plus, the integration helps you keep data fresh on both platforms: If the customer you're interacting with in Help Scout doesn't yet exist in Capsule, you can create a Capsule profile for them with one click.

Example of a Help Scout conversation with Capsule

Capsule - Help Scout - Capsule integration — Example of a Help Scout conversation with Capsule

Straight from Help Scout, you can now:

See the latest customer contact information, like tags and active opportunities
Add a customer to Capsule in a single click

Already using Help Scout & Capsule? Here’s how to integrate

Not using Capsule yet? Click here to get started

Need help? Please send us your questions by emailing [email protected] — we’re listening!

Get started with Help Scout

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