Want your customer data from Pipeline Deals CRM inside your team inbox?

Empower your agents to view and update key customer & deal information in your Pipeline Deals CRM directly from Helpwise. Integrate Pipeline Deals CRM to get more context and provide better customer service.

Try For Free Schedule Free Demo

Categories
Developed by
Helpwise
More Info
Helpwise x Pipeline

Description

By integrating your PipelineDeals account with Helpwise, you can track deal information directly from your Helpwise account. You can also create and update deals in PipelineDeals associated with the contact.

Things you can do using the Helpwise-PipelineDeals integration:

One-click access to PipelineDeals contacts.
Access PipelineDeals deals information.
Create contacts and deals in PipelineDeals directly from Helpwise.

Help Agents work faster

Helpwise has a 2-way sync integration with PipelineDeals. This means, your team won't have to update the information on both apps. All customer info gets available in an instant.

Quick and easy setup

Integrating PipelineDeals with Helpwise takes less than 30 seconds. Connect PipelineDeals, choose the PipelineDeals account you wish to connect with Helpwise and you're done.

Have more customer context

Pull key customer details from PipelineDeals like contact info, deals, and company information into Helpwise to give your agents a full view of your customers.

Trusted by over 5000+ users

Abraham C

Social Media Manager

Helpwise helps me manage my customer service tasks efficiently because I can monitor so many channels in just one dashboard. No need to open each channel's website to interact with customers.

Angie N

Web Designer

The support offered by Helpwise has been incredible. There has never been a time that they haven't attended to a question quickly and had it sorted out asap. I can see this is a tool that I will be using every day as a vital part of my business tech stack.