Integrate with Help Scout

read

Overview

This article will walk you through integrating Help Scout with Klaviyo. After you enable Klaviyo's Help Scout integration, you'll be able to track and target customers based on their interactions with your Support team.

Here's the data we sync from Help Scout:

  • Conversation information, such as who started or closed a conversation
  • Information about new messages sent to your Help Scout inbox

Find your Help Scout API Key

If you do not have a Help Scout API key, or want to generate a new one specifically for Klaviyo, you can do so in Help Scout by going to your Help Scout profile page. From your profile page, click API Keys, and then click Generate an API Key. This will generate a new API key in your profile.
647716

Add the Help Scout Integration

Click on the Integrations tab in the left sidebar of your account.

Navigate to the All Integrations tab and find Help Scout on the list of available integrations. All integrations are in alphabetical order. Click Add Integration.

To connect Help Scout, you will need to enter your Help Scout API key in the integration Settings, and then click Connect to Help Scout.
647717

Monitor the Help Scout Sync 

To check your enabled integration, navigate to the Metrics tab in your Klaviyo account.

Find Help Scout's Sent Message metric and click on the Activity Feed icon.
647719

If your integration has begun syncing data, you will start to see messages sent through your Help Scout mailboxes populate here.

Once the Help Scout integration has a green border next to it in your Klaviyo account's Integrations tab, your integration is fully synced.

The Help Scout Metrics

647718

Closed Conversation

This event is tracked when a conversation with a customer is closed. The event Klaviyo tracks will include the subject of the email, which mailbox the email was delivered to, and which tags are present on the conversation in Help Scout. You can filter and target Closed Conversation events based on the following criteria:

  • Mailbox: The name of the mailbox in Help Scout this conversation is in
  • Tags: The Help Scout tags listed on each conversation

Received Reply

This event is tracked when a customer receives a reply to a Help Scout ticket from your mailbox. The event Klaviyo tracks includes the subject and body of the email. You can trigger flows and segments on whether or not someone has received a reply, or when they last received a reply.

Sent Message

This event is tracked any time a customer sends an email to your Help Scout mailbox. The event Klaviyo tracks includes the subject and body of the email. You can trigger flows and segments on whether or not someone has sent a message, how many messages they have sent, or when they last sent a message.

Started Conversation

This event is tracked when a customer starts a new conversation. The event Klaviyo tracks will include the subject of the email, which mailbox the email was delivered to, and which tags are present on the conversation in Help Scout. You can filter and target Started Conversation events based on the following criteria:

  • Mailbox: The name of the mailbox in Help Scout this conversation is in
  • Tags: The Help Scout tags listed on each conversation
 
Was this article helpful?
1 out of 1 found this helpful