Helpwise

Helpwise

by Helpwise

Team Inbox for Email, SMS and WhatsApp. See and update Pipedrive details directly from Helpwise.

Support my customers

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Helpwise integrates with Pipedrive to provide you direct access to your CRM without switching tools. Some of the key features:

  • See your Pipedrive information directly in your shared Helpwiseinbox
  • Create or update contacts in Pipedrive directly from Helpwise
  • Create or update deals associated with contacts in Pipedrive directly from Helpwise
  • Create or update activities associated with contacts in Pipedrive directly from Helpwise

Installation instructions

Helpwise integration allows you to track contact, deal and activities in your Helpwise shared inbox.

Follow the steps below to connect your Pipedrive account with Helpwise:

  1. Log in to your Helpwise account
  2. Click on “Manage” on the top and select “Integrations”
  3. Click on the “Connect Pipedrive” button
  4. Once you click on the button, you'll be redirected to Pipedrive’s server, where you have to authorize your Helpwise account by clicking on “Allow and Install”
  5. Finally, return to your Helpwise account and see the “Remove Pipedrive” button

This is it! Now you can track the information of contacts whose email you have opened from Pipedrive directly on your Helpwise account. See how the Pipedrive integration works with your Helpwise shared inbox?

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