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Integrate Salesflare with Helpwise

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Vibhor Agrawal
Updated 2 years ago

Helpwise integration with Salesflare allows you to track a person’s details. Person details also include the associated opportunities and tasks.

  • Login to your Helpwise account.
  • Click on “Automation” on the top bar.
  • Click on "Integrations".
  • Now, Click on the "Connect Salesflare".
  • Provide API TOKEN in the prompted panel.
  • Now, Click “Connect”.
  • You have now integrated your Salesflare account.
  • So, you will be returned to your Helpwise account and see the “Connected”.

To disconnect the Salesflare from Helpwise.

  • Click on Active tabs.
  • You will find Salesflare Card.
  • Now, Click on the "Disconnect" button.
  • You have now unlinked.
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