With the Helpwise – PipelineDeals integration, you can fetch deals directly in your shared inbox. Connect your shared inbox with PipelineDeals and create/update deals associated with your contact.
How to connect PipelineDeals with Helpwise?
Once you have connected your Helpwise shared inbox with PipelineDeals, you can easily track the information of your contact. Here are the steps to integrate:
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 deal to the contact directly from Helpwise. To create a deal follow the steps below:
If you wish to know more, schedule free demo with us.
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