Empower your agents to view and update key customer information in your Copper CRM, directly from Helpwise. Integrate Copper to get more context and provide better customer service.
By integrating your Copper account with Helpwise, you can track real-time Copper contact or lead information directly on your Helpwise account. Create new contact or lead in your Copper CRM from Helpwise and you can also associate the company with the contact.
Things you can do using the Helpwise-Copper integration:
Helpwise has a 2-way sync integration with Copper. This means, your team won't have to update the information on both apps, every time. All customer information gets available in an instant.
Integrating Copper with Helpwise takes less than 30 seconds. Just click on Connect Copper, choose the Copper account you wish to connect with Helpwise and you're done.
Pull key customer details from Copper like contact info, deals, leads, and company information into Helpwise to give your agents a full view of your customers.
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