Empower your agents to view and update key customer & deal information in your Salesforce CRM, directly from Helpwise. Integrate Salesforce to get more context, and provide better customer service.
Starter plan start at $45/month
By integrating your Salesforce CRM account with Helpwise, you can track Salesforce CRM contacts, leads, tasks, cases, and opportunities directly from your Helpwise account in real-time. You can also create new contacts, leads, cases, tasks, and opportunities in your Salesforce CRM directly from Helpwise.
Things you can do using the Helpwise-Salesforce integration:
Helpwise has a 2-way sync integration with Salesforce. This means, your team won't have to update the information on both apps, everytime. All customer information is available in an instant.
Integrating Salesforce with Helpwise takes less then 30 seconds. Just click on Connect Salesforce, choose the Hubspot account you with to connect with Helpwise and you're done.
Pull key customer details from Salesforce like contact & lead info, deals, cases, tasks, custom objects into Helpwise to give your agents a full view of your customer.
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.
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.
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.