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?
Here are the steps to track the profile of your contact directly from Helpwise shared inbox:
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.
You can associate a new opportunity for the contact directly from Helpwise. To create an opportunity follow the steps below:
You can associate a new task to the contact directly from Helpwise. To create a task follow the steps below:
If you wish to know more, schedule free demo with us.
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