Help Scout

Owned by Jonathan Tew
Last updated: Sept 06, 2022
3 min read

This tutorial will walk you through the process of connecting UltraCart to your Help Scout account.

First navigate to Configuration → External Integrations → Checkout

 

API Integration

The first section of the configuration is for the API connection. Enabling the API allows UltraCart to create customers within your Help Scout CRM and update them with information from the order such as their address. It’s not mandatory to connect the API portion of the integration.

The following properties are updated on the Help Scout customer via their API:

  • /firstName

  • /lastName

  • /jobTitle

  • /organization

  • /address/city

  • /address/state

  • /address/postalCode

  • /address/country

  • /address/lines

  • /emails

Side Car App

The second part of the integration is an Application that loads beside your tickets in Help Scout to provide additional information about the customer and their orders when the CSR is looking at a ticket from the customer within Help Scout.

 

Check the enabled box, copy off the secret key and callback URL to a text document, and then click save.

Within Help Scout click Manage → Apps.

Scroll down to the bottom of the page and click Build a Custom App as shown below.

Now click on Create an App.

On the next screen follow the steps described below.

  1. Enter the name “UltraCart” for the App Name.

  2. Select “Dynamic Content” for the Content Type.

  3. Paste in the Callback URL provided on the UltraCart configuration screen that you saved off.

  4. Paste in the Secret Key provided on the UltraCart configuration screen that you saved off.

  5. Select the Help Scout mailboxes that you want this app to service.

  6. Save

At this point when you bring up a case within Help Scout the content on the right had side will dynamically generate based upon a lookup within UltraCart on the customer’s email.