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.

To begin, login to your Aircall account.

  • From your Aircall Dashboard, select Integrations on the left sidebar menu
  • Select Help Scout
  • Click on Install

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 Add 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 gray carrot to see a drop down list of the available mailboxes in your Help Scout account
  • Choose the mailbox that you would like to sync with Aircall
helscout_mailbox.png
  • Click on Finish.

Great, your integration is active! Aircall-Help Scout integration.

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

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