Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place. By integrating your Close account with Helpwise, you can track opportunities and task information directly from your Helpwise account. You can also create and update opportunities & tasks in Close associated with the contact.
Things you can do using the Helpwise integration for Close:
1. One-click access to Close contacts.
2. Access Close tasks.
3. Access Close opportunities.
4. Create contacts, tasks, and opportunities on Close directly from Helpwise.
Get a free month of Helpwise for your team using our Close + Helpwise partner discount. Sign up for a free Helpwise account and drop us an email at email@example.com to activate your free month.