Helpwise
Integration by HelpwiseHelpwise is a collaborative inbox tool that centralizes communication from various channels, streamlining workflows, and empowering businesses to provide exceptional customer support with shared inboxes, automated workflows, and personalized responses.
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The integration of Helpwise with Copper CRM enables users to access real-time contact and lead information from their Copper account directly within Helpwise. With just a click, users can view and manage Copper CRM contacts, including leads and associated companies, without having to switch between platforms.
Things you can do using the Helpwise-Copper integration:
- One-click access to Copper CRM contacts: Users can instantly access their Copper CRM contacts within Helpwise, eliminating the need for manual searching or navigating to the Copper platform separately.
- Access to Copper CRM Leads: Helpwise allows users to view and manage Copper CRM leads directly within their Helpwise inbox. This streamlined access improves efficiency and enables quick actions based on lead information.
- Adding contacts, leads, and companies: Users can create new contacts or leads in their Copper CRM directly from Helpwise. This capability simplifies the process of capturing important customer information, saving time and effort.
- Association of contacts and companies: When creating a new contact or lead in Copper CRM from Helpwise, users can also associate the contact with a specific company. This association ensures a more organized and structured approach to managing customer relationships.
Start using Helpwise's Copper CRM integration to efficiently collaborate across your teams!
