Support that knows
who your customers are.
Business customers expect personalized attention. HelpSpot connects to your CRM, tracks account history, and ensures VIP clients get the priority they deserve.
B2B support needs B2B tools
Business customers are not anonymous ticket numbers.
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No Account Context
Who is this customer? What have we discussed before?
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Missed SLAs
Enterprise clients waiting too long for responses.
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Manual Escalations
VIP tickets treated like any other request.
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Full Account History
See every conversation across all contacts.
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Automatic SLA Tracking
Alerts before you breach, not after.
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VIP Routing
Priority accounts go to senior agents instantly via automation rules.
B2B Support Challenges
Business relationships require more than ticket numbers.
Context Switching
Agents flip between CRM and help desk constantly.
Live Lookup
CRM data pulls into tickets automatically. One screen.
Broken Relationships
Account managers lose visibility into support issues.
Subscriptions
Account managers subscribe to key client tickets.
Churn Signals
No way to identify at-risk accounts before they leave.
Survey Integration
Thermostat NPS/CSAT scores visible right in HelpSpot.
The B2B Workflow
From request to resolution with full account context.
Identify
Request arrives with account data populated from your CRM via Live Lookup.
Prioritize
VIP accounts route to senior agents. SLA timers start automatically.
Resolve
Full account history visible. Close with confidence, survey for feedback.
Know who you're talking to
Live Lookup connects HelpSpot to your CRM. When a ticket arrives, agents see account tier, contract value, renewal date, and account manager without switching systems. Your CRM remains the single source of truth.
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Connect to Salesforce, HubSpot, Pipedrive, or any CRM
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Pull account data in real-time as tickets arrive
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Display contract tier, ARR, account manager
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No data sync needed—CRM stays source of truth
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Auto-populate custom fields for routing
Ready to simplify your support?
The full picture, instantly
B2B support means multiple contacts at the same account. HelpSpot lets you search by email domain to see all conversations with a company, not just the individual. Open ticket detection alerts you if another contact has a pending issue.
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See all tickets from the same company
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Search by email domain for account context
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Open ticket detection across contacts
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Private notes visible to your team only
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External notes for vendor coordination
Built for B2B relationships
VIP Routing
Enterprise accounts automatically route to senior agents via mail rules.
SLA Tracking
Different response times for different contract tiers. Alerts before breach.
Thermostat Surveys
NPS and CSAT scores from integrated surveys. Track satisfaction by account.
Account Subscriptions
Account managers follow tickets without being assigned. Stay informed.
Custom Contract Fields
Track tier, ARR, renewal date, and any account-specific data.
Escalation Paths
Auto-escalate stale tickets with automation. Notify managers when SLAs are at risk.
Trusted by B2B teams
Organizations that deliver enterprise-grade support.
"HelpSpot is a great tool in assisting us to deliver, timely, accurate, and comprehensive customer service."
"HelpSpot enables a team member to be fully up to speed on all of their property management cases relating to a current client, whether a single or multiple landlord, and this has dramatically improved our delivered customer service experience."
"Thanks to the flexibility of the API, we have been able to integrate it into many of our other systems, including payroll, automatic feedback surveys and analytics."
Deploy Your Way
Same price, same features. Choose the deployment that works for you.
Same powerful features and pricing across all hosting options.
US Cloud
CloudUS-East Region
Dedicated AWS infrastructure with 99.9% uptime. Managed updates and automated backups.
EU Cloud
CloudFrankfurt Region
GDPR-compliant hosting. Full data sovereignty with all information isolated within the EU.
Self-Hosted
EnterpriseOn-Premise Infrastructure
Complete control on your own hardware. Ideal for air-gapped networks or strict compliance.
Maximum Control & Data ResidencyBuilt for Scale
HelpSpot has been refined for over 20 years under extreme conditions. Example stats from a longtime customer:
Trusted by the United States Space Force, Northrop Grumman, and the University of Michigan for mission-critical support.
B2B Support Questions
Live Lookup connects HelpSpot to your CRM via API. When a ticket arrives, HelpSpot queries your CRM in real-time and displays account data—contract tier, ARR, account manager, renewal date—directly in the ticket. Your CRM remains the source of truth. Setup typically takes 1-4 hours.
Yes. Create custom fields for contract tier, then build automation rules that track time based on tier. Enterprise accounts might have 2-hour first response SLAs while standard accounts have 24 hours. Automation alerts you before breach and can escalate automatically.
Subscriptions let anyone follow a ticket without being assigned. Account managers subscribe to their key clients' tickets and receive notifications on all updates. They can also be auto-subscribed via triggers when specific accounts submit requests.
Yes. Search by email domain (e.g., @acmecorp.com) to see all tickets from a company. You can also set up Customer ID at the account level, so all contacts share history. Open ticket detection alerts you if another contact has a pending issue.
HelpSpot integrates with Thermostat for NPS and CSAT surveys. Configure when surveys send (after ticket close, with delay). Results flow back to HelpSpot where you can filter tickets by score and report on satisfaction by account, agent, or category.
B2B teams that trust HelpSpot
Trusted by industry leaders
Your inbox is waiting
to be tamed.
Join the teams who switched from chaos to HelpSpot's essential order. Download on-premise or start in the cloud today.
