Shared Inbox for your Zoho CRM
Access your customer's information from Zoho right within your email threads in Helpwise.
Create Contacts & Deals in Zoho From Email Threads
By integrating your Zoho account with Helpwise, you can track real-time Zoho contact and deal information directly on your Helpwise account. Create new contact or deal in your Zoho CRM directly from Helpwise.Contact Information
Create and update Zoho contact information directly from Helpwise.
Deal Information
Create and update Zoho deals directly from Helpwise.
One-click access to Zoho contact
Easily track your customer's profile in Zoho from Helpwise, while writing your reply to their emails.- Fetch contact information from Zoho
- Update their Zoho profile directly from your Helpwise mailbox
- Create new Zoho contact profile
Access Zoho Deals
With Zoho integration, you can track and update Zoho deals directly on Helpwise.
- See deals associated with the customer your writing the email to
- Create new deal directly from Helpwise
- Update the Zoho deal 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.
Want to know how Helpwise can help your team and solve your use case?
