With the Helpwise – Close integration, you can fetch contact information, opportunities, and tasks directly in your shared inbox. Connect your shared mailbox with Close and create/update contact, opportunities, and tasks associated with your contact.
How to integrate Close with Helpwise?
See contact’s information in your shared inbox
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-7.24.02-PM-1024x640.png)
Here are the steps to track the profile of your contact directly from Helpwise shared inbox:
- Login to your Helpwise account and open the inbox.
- Open a conversation from any of the tabs (i.e, inbox, draft, sent, etc.)
- Now, you will see the Close logo on the right side of your screen. Click on that to open the panel.
- This will search for the contact and show the results to you.
- You will see contact details and their associated opportunities and tasks.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-7.24.15-PM-1024x640.png)
Create a new contact directly from Helpwise
You can also create a new contact directly from Helpwise. Follow the steps given above to search for the contact. If no contact is found, you will see an option to create one.
- Click on the “Create New Contact” link to create the contact.
- It will open up a form to enter the information of the contact. The email field will be automatically filled by Helpwise.
- Enter the information and click on “Create Contact”. This will create the contact right away.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-7.22.08-PM-1024x639.png)
Create opportunities in Close directly from Helpwise
You can associate a new opportunity for the contact directly from Helpwise. To create an opportunity follow the steps below:
- Click on the “New Opportunity” button.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-10.17.23-PM-1024x639.png)
- Fill in the details in the opportunity form.
- Now, click on “Create”.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-7.29.30-PM-1024x639.png)
- This will create the opportunity and associate for the shown contact.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-7.51.55-PM-1024x640.png)
Create tasks in Daylite from Helpwise
You can associate a new task to the contact directly from Helpwise. To create a task follow the steps below:
- Click on the “New Task” button.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-10.19.55-PM-1024x640.png)
- Fill in the details in the task form.
- Now, click on “Create”.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-7.41.39-PM-1024x640.png)
- This will create the task and associates it with the contact shown.
![](https://helpwise.io/updates/wp-content/uploads/2021/08/Screenshot-2021-08-09-at-7.52.46-PM-1024x640.png)
If you wish to know more, schedule a free demo with us.