Helpwise CRM Integration

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:

• One-click access to Close contacts.
• Access Close tasks.
• Access Close opportunities.
• 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 help@helpwise.io to activate your free month.