Connect everything, Achieve anything | Helpwise

😄 Want to retain more customers? Schedule a consultation call with our Customer Service Expert

Want your customer data from Freshsales inside your team inbox?

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

Freshsales-Integration
  • Categories
  • Free

    Starter plan start at $45/month

  • Developed by
    ico-account Helpwise
  • More Info
    ico-document Documentation

Description

By integrating your Freshsales account with Helpwise, you can track real-time Freshsales Person, note, deal and activity information directly on your Helpwise account. Create new Person (Contact/ Lead), deal or note in your Freshsales directly from Helpwise.

Things you can do using the Helpwise-Freshsales integration:

  1. One-click access to Freshsales contacts.
  2. Access Freshsales Deals.
  3. One-click access to Freshsales activities.
  4. Access Freshsales notes.
  5. Create contacts, deals, notes, activities in Freshsales directly from your Helpwise inbox.
Help Agents work faster

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

Quick and easy setup

Integrating Freshsales with Helpwise takes less then 30 seconds. Just click on Connect Freshsales, choose the Hubspot account you with to connect with Helpwise and you're done.

Have more customer context

Pull key customer details from Freshsales like contact info, deals, activities, notes, company information into Helpwise to give your agents a full view of your customer.

Trusted by over 5000+ users

G2
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.

G2
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.

Have Questions?

Experience world class support that our customers rave about. We're here to see you grow. Reach out to us via Live Chat or check out our help docs.