Connect everything, Achieve anything | Helpwise

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Want your customer data from Salesforce inside your team inbox?

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.

Salesforce-Integration
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  • Free

    Starter plan start at $45/month

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

Description

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:

  1. Access & Update Salesforce contacts & leads.
  2. Access & update Salesforce Deals.
  3. Access & update Salesforce Cases.
  4. Access & update Salesforce tasks.
  5. Access and create custom objects on Salesforce using Helpwise.
Help Agents work faster

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.

Quick and easy setup

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.

Have more customer context

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.

Trusted by over 5000+ users

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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.

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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.