Shared Inbox for your Close Account
Access your opportunities and tasks information from Close right within your email threads in Helpwise.
Search,Create and Update Opportunities and Tasks in Close From Email Threads
By integrating your Close account with Helpwise, you can track opportunities and tasks information directly on your Helpwise account. You can also create and update opportunities and tasks in Close associated with the contact.Search, Create and Update Contact
Get Contact information, Create and Update Contact directly from Helpwise.
Search, Create and Update Opportunities and Tasks
Get Opportunities and Tasks information, Create and Update Opportunities and Tasks directly from Helpwise.
Access, Create and Update Close Contact
Easily track your contact's information, create and update Close contact from Helpwise, while writing your reply to their emails.- Fetch contact information from Close
- Create contact in Close from Helpwise
- Update contact in Close from Helpwise
Access, Create and Update Close Opportunities and Tasks
With Close integration, you can get, create and update Opportunities and Tasks directly on Helpwise.
- Fetch opportunities and tasks information from Close
- Create opportunities and tasks in Close from Helpwise
- Update opportunities and tasks in Close from Helpwise
How Helpwise Shared Inbox works?
Get up & running with your shared inbox within minutes. It is as easy as creating a Gmail account. Already using another shared inbox service? We can help you migrate your settings, team & data.
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Connect Email Account
Follow easy screen options to configure your shared inbox. You can opt to send emails from own domain or Helpwise servers.
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Shared Inbox is Live!
That's it! your shared inbox is live now with every team member having their on separate logins.
Want to know how Helpwise can help your team and solve your use case?
