Want your customer data from Salesforce inside your team inbox?
Empower your agents to view and update key customer & deal information in your Salesforce CRM directly from Helpwise. Integrate Salesforce to get more context and provide better customer service.
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Developed by
Helpwise
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More Info
Helpwise x Salesforce
Description
By integrating your Salesforce CRM account with Helpwise, you can track Salesforce CRM contacts, leads, tasks, cases, and opportunities directly from your Helpwise account that too in real-time. You can also create new contacts, leads, cases, tasks, and opportunities in your Salesforce CRM. right from Helpwise.
Things you can do using the Helpwise-Salesforce integration:
- Access & update Salesforce contacts & leads.
- Access & update Salesforce deals.
- Access & update Salesforce cases.
- Access & update Salesforce tasks.
- Access and create custom objects in Salesforce using Helpwise.
Help agents work faster
Helpwise has a 2-way sync integration with Salesforce. This means, your team won't have to update the information on both apps, every time. All customer information gets available in an instant.
Quick and easy setup
Integrating Salesforce with Helpwise takes less than 30 seconds. Just click on Connect Salesforce, choose the Salesforce account you wish to connect with Helpwise and you're done.
Have more customer context
Pull key customer details from Salesflare like contact info, opportunities, tasks, 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.
Have Questions?
Experience world class support that our customers rave about. We're here to see you grow. Reach out to us via Live Chat or check out our help docs.
