Now you can connect your Salesforce (Customer relationship management) CRM account with Helpwise shared inbox. To increase your productivity, now you don’t need to switch between these two software to view or create contact, lead, tasks, cases and opportunity in Salesforce. Now, you can directly create and edit your customer’s contact, lead, task, cases and opportunity directly from Helpwise. Also, you can view your custom objects and custom fields of standard object directly from Helpwise.
Learn how to integrate Salesforce with Helpwise
Once you have connected your Helpwise shared inbox with Salesforce CRM, you can easily track the information of your customer. Here are the steps:
For more information of Helpwise and its integration with Salesforce, schedule free demo with us.
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