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Want your customer data from Pipeline Deals CRM inside your team inbox?

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

PIpeline-Deals-CRM-Integration
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  • Free

    Starter plan start at $45/month

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Description

By integrating your PipelineDeals account with Helpwise, you can track deal information directly on your Helpwise account. You can also create and update deal in PipelineDeals associated with the contact.

Things you can do using the Helpwise-PipelineDeals integration:

  1. One-click access to PipelineDeals contacts.
  2. Access PipelineDeals Deals information.
  3. Create contacts and deals in PipelineDeals directly from your Helpwise inbox.
Help Agents work faster

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

Quick and easy setup

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

Have more customer context

Pull key customer details from PipelineDeals like contact info, deals, and 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.

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