Shared Inbox for your Salesflare
Access person's information from Salesflare right within your email threads in Helpwise.
Salesflare integration with Helpwise.
By integrating your Salesflare account with Helpwise, you can track real-time Salesflare Person information, along with associated opportunities and tasks directly on your Helpwise account. Create new Person (Contact), opportunities and tasks in your Salesflare directly from Helpwise.Person Information
Create and update information Person information directly from Helpwise.
Opportunities Information
Create and update Salesflare opportunities directly from Helpwise.
Tasks Information
Create and update Salesflare tasks directly from Helpwise.
One-click access to Salesflare Person Details
Easily track your person's profile in Salesflare from Helpwise, while writing your reply to their emails.- Fetch person information from Salesflare
- Update their Salesflare profile directly from your Helpwise mailbox
- Create new Salesflare person profile
Access Salesflare Opportunities
With Salesflare integration, you can track and update Salesflare opportunities directly on Helpwise.
- See opportunities associated with the customer you are writing the email to
- Create new opportunities directly from Helpwise
- Update the Salesflare opportunities information directly from Helpwise
Access Salesflare Tasks
With Salesflare integration, you can track and update Salesflare tasks directly on Helpwise.
- See tasks associated with the customer your writing the email to
- Create new tasks directly from Helpwise
- Update the Salesflare tasks information directly 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.
Getting started takes less than 5 minutes
Connect your existing team email accounts, invite your team members and start
handling emails in a better & faster way than before.
