With the Helpwise – Xero integration, you can fetch your contacts directly in your shared inbox. Connect your shared inbox with Xero and create/update contact details.
How to connect Xero with Helpwise?
Once you have connected your Helpwise shared inbox with Xero, 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.
If you wish to know more, schedule free demo with us.
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