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By integrating your Close account with Helpwise, you can track opportunities and tasks information directly on your Helpwise account. You can also create and update opportunities and tasks in Close associated with the contact.
Things you can do using the Helpwise-Close integration:
Helpwise has a 2-way sync integration with Close. This means, your team won't have to update the information on both apps, everytime. All customer information is available in an instant.
Integrating Close with Helpwise takes less then 30 seconds. Just click on Connect Close, choose the Hubspot account you with to connect with Helpwise and you're done.
Pull key customer details from Close like contact info, opportunities, tasks, company information into Helpwise to give your agents a full view of your customer.
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Helpwise helps me manage my customer service tasks efficiently because I can monitor so many channels in just one dashboard. No need to open each channel's website to interact with customers.
The support offered by Helpwise has been incredible. There has never been a time that they haven't attended to a question quickly and had it sorted out asap. I can see this is a tool that I will be using every day as a vital part of my business tech stack.