How to integrate Help Scout with WordPress Form

A guide to Help Scout integration can solve many problems connected to form submission. From missed inquiries to delayed responses, everything can be resolved easily with Help Scout. Moreover, it ensures every message is tracked, organized, and responded to on time.

Thankfully, this Help Scout integration won’t be difficult anymore using a friendly form builder like MetForm. Wondering how? Check out this guide that will walk you through the easiest process of how to integrate Help Scout with WordPress Form using MetForm.

A guide to integrate Help Scout into WordPress Form

Before walking you through the actual process, you need to install and activate two free plugins.

• Elementor (Frei)
• MetForm (Frei)

The free version of MetForm has many pre-built templates along with Help Scout integration. Besides, since it supports Elementor editor, you can effortlessly create WordPress forms by dragging and dropping.

So, we will guide you through the four-step tutorial on how to integrate Help Scout with WordPress form using the best form builder, MetForm:

Step 1: Install MetForm.

First, you need to install and activate MetForm, a WordPress form builder, by navigating to Plugins >> Neu hinzufügen. Dann Suchen Sie nach MetForm in the search box and then, complete the installation and activation.

Step 2: Add a custom app for Help Scout integration.

After installing and activating MetForm, you have to create a custom app on Help Scout. For that, sign up for Help Scout first and visit your profile. Then navigate to the “My Apps” tab Und hit the “Create My App” Taste.

This will open up a popup window from where you need to enter the App Name and Redirection URL. Give a suitable App Name Und fill the Redirection URL with your website URL and hit the “Create” Taste.

Danach, copy the App ID Und App-Geheimnis, and then Drücken Sie auf „Speichern“ button to save the credentials for the Help Scout integration.

Step 3: Add WordPress form.

In the third step, you need to add a form for setting up Help Scout integration. For that, visit the “Forms” Registerkarte und press the “Add New Form” Taste. Dann, Geben Sie einen Formularnamen ein Und select form type from the drop-down menu. After that, Wählen Sie eine Formularvorlage aus Und Klicken Sie auf „Formular bearbeiten“ button. Now, you will be redirected to the Elementor editor.

Step 4: Edit the form with MetForm.

Nach der Weiterleitung zum Elementor-Editor, press the “Form Settings” Und visit the CRM tab on the popup window. Then, press “Configure Help Scout” for further Help Scout configuration.

Jetzt, paste the “App ID” Und “App Secret” in the respective fields and Klicken Sie auf „Änderungen speichern“ button to integrate Help Scout into the WordPress form.

This will finalize Help Scout integration with the WordPress form. It means whenever someone submits form entries, you will instantly receive that submission on your Help Scout account.

FAQs

Can you integrate Help Scout with any WordPress form plugin?

Not all WordPress form builders provide Help Scout integration. Only Help Scout integration is possible with the plugin that comes with this option such as MetForm.

Do you need to code for integrating Help Scout into a WordPress form?

Not needed if you’re using a no-code form builder like MetForm. This plugin has built-in Help Scout integration. Besides, it promotes a drag-and-drop interface along with super-friendly Help Scout integration.

Can you integrate Help Scout with WordPress form using free plugin?

Yes, you can integrate Help Scout with WordPress form without paying a single penny by using a freemium solution. For example MetForm has free Help Scout integration. Apart from MetForm, you can try out other plugins in WordPress.

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Einpacken

Congratulations! Your WordPress form is connected to Help Scout. It means no need to worry while managing customer queries, form submissions, and support tickets. Your every submission will be collected, saved, and organized in Help Scout. This will reduce the fear of missing out on customer queries and submissions. Besides, MetForm’s built-in support makes Help Scout integration super quick and simple. So, integrate Help Scout with MetForm and enjoy efficient form submission better than ever.