How to integrate Salesforce and

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Salesforce and

Help Scout

Integration Guide

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Integrate Salesforce with Help Scout

By integrating Salesforce with Help Scout, you can bring data where you need it most: right where you’re already working with customers.

With a Salesforce integration, your support team is equipped with full context on each customer they are responding to. Straight from the Help Scout Customer Profile pane, you can now see all sorts of relevant, custom fields pulled from Salesforce. You can also view Help Scout Conversation history on four types of records in Salesforce: Accounts, Contacts, Leads and Opportunities.


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  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
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Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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