Want your customer data from Close inside your team inbox?

Empower your agents to view and update key customer information in your Close CRM directly from Helpwise. Integrate Close to get more context and provide better customer service.

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Helpwise
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Helpwise x Close

Description

By integrating your Close account with Helpwise, you can track opportunities and task information directly from your Helpwise account. You can also create and update opportunities & tasks in Close associated with the contact.

Things you can do using the Helpwise-Close integration:

One-click access to Close contacts.
Access Close tasks.
Access Close opportunities.
Create contacts, tasks, and opportunities on Close directly from Helpwise.

Help agents work faster

Helpwise has a 2-way sync integration with Close. This means, your team won't have to update the information on both apps, every time. All customer information gets available in an instant.

Quick and easy setup

Integrating Close with Helpwise takes less than 30 seconds. Just click on Connect Close, choose the Close account you wish to connect with Helpwise and you're done.

Have more customer context

Pull key customer details from Close like contact info, opportunities, tasks, and company information into Helpwise to give your agents a full view of your customers.

Trusted by over 5000+ users

Abraham C

Social Media Manager

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.

Angie N

Web Designer

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.