By integrating your Daylite account with Helpwise, you can track deal and task information directly on your Helpwise account. You can also create and update deals and tasks in Daylite associated with the contact.
Things you can do using the Helpwise-Daylite integration:
Helpwise has a 2-way sync integration with Daylite. This means, your team won't have to update the information on both apps, every time. All customer information gets available in an instant.
Integrating Daylite with Helpwise takes less than 30 seconds. Just click on connect Daylite, choose the Daylite account you wish to connect with Helpwise and you're done.
Pull key customer details from Daylite like contact info, deals, and company information into Helpwise to give your agents a full view of your customers.
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