Help Scout can be a great CRM tool for managing customer relationships. This tool lets businesses build a strong bond with their customers. Luckily now MetForm offers Help Scout integration so that, you can easily manage customer relationships.

What is Help Scout? #

ヘルプスカウト は、チケット番号やケース番号なしで顧客からのすべてのメールを管理できる、より簡単な顧客関係管理ソリューションです。これは、中小企業の経営者にとって時間を節約できるツールです。このツールを使用すると、顧客からのメールに最短時間で返信できます。

How to integrate Help Scout with MetForm #

MetForm makes Help Scout integration super easy. You can now integrate your site with Help Scout in three steps. Follow the below steps and get started with an excellent customer relationship management tool:

Step 1: Create a custom app for Help Scout integration. #

First, you need to sign up for Help Scout integration. After signing up, go to your profile and click my apps. Then, press create my app button.

次に、アプリ名とリダイレクト URL を入力する必要があります。適切なアプリ名を付け、リダイレクト URL フィールドにサイトの URL を入力します。その後、作成ボタンを押します。

ここから、App ID と App Secret をメモ帳にコピーして貼り付け、保存ボタンを押します。

Step 2: Add a WordPress form. #

In the second step, you need to add a WordPress form by navigating to MetForm >> Forms and press the “Add New Form” button. After that, enter a form name and select form type.

Then, choose a pre-built template and hit the “Edit Form” button to get redirected to the Elementor editor for further customization.

ステップ 3: MetForm を使用したフォームの編集。 #

After redirected to the Elementor editor, press the “Form Settings” and navigate to the CRM tab. From the popup window, hit “Configure Help Scout” option. This will take you to the Help Scout configuration tab.

Now, paste the App ID and App Secret you have copied before and press the “Save Changes” button.

Thus you are all set for your Help Scout integration. Now when your customer submits a form, you will receive that on your Help Scout account.

そこから、すべての顧客のメールを簡単に管理できます。