Shared Inbox for your Salesforce CRM

Access your customer's information from Salesforce CRM right within your email threads in Helpwise.

Start Free Trial Schedule Free Demo Already using another shared inbox service? We will help you with setup & migration :)
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Create Contact, Lead, Case, Opportunity and Task in Salesforce CRM From Email Threads

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.
Contact Information

Create and update Salesforce CRM contact information directly from Helpwise.

Tasks Information

Create and update Salesforce CRM Tasks directly from Helpwise.

Cases Information

Create and update Salesforce CRM Cases directly from Helpwise.

Opportunity Information

Create and update Salesforce CRM Opportunity directly from Helpwise.

Custom Object Information

View your Salesforce Custom Object directly in Helpwise.

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One-click access to Salesforce CRM contact

Easily track your customer's profile in Salesforce CRM from Helpwise, while writing your reply to their emails.
  • Fetch contact information from Salesforce CRM
  • Update their Salesforce CRM contact profile directly from your Helpwise mailbox
  • Create new Salesforce CRM contact profile

Access Salesforce CRM Tasks

With Salesforce CRM integration, you can track and update Salesforce CRM contact's tasks directly on Helpwise.

  • See tasks associated with the customer your writing the email to
  • Create new tasks directly from Helpwise
  • Update the Salesforce CRM contact's task information directly from Helpwise
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Access Salesforce CRM Opportunities

With Salesforce CRM integration, you can track and update Salesforce CRM opportunity directly on Helpwise.

  • See opportunity associated with the customer your writing the email to
  • Create new opportunity directly from Helpwise
  • Update the Salesforce CRM contact's opportunity information directly from Helpwise
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Access Salesforce CRM Cases

With Salesforce CRM integration, you can track and update Salesforce CRM cases directly on Helpwise.

  • See cases associated with the customer your writing the email to
  • Create new case directly from Helpwise
  • Update the Salesforce CRM cases information directly from Helpwise
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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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    Start Your Free Trial

    Create free trial account, create mailboxes & invite your team members

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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.

Free 14-day Trial Schedule Free Demo Already using another shared inbox service? Use our free Concierge Migration Service :)