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How to integrate OnePageCRM with your shared inbox?

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Vibhor Agrawal
Updated 2 years ago

OnePageCRM integration with your shared inbox allows you to track contact information and deals directly from your Helpwise shared inbox.

Follow the steps below to connect your OnePageCRM account with your shared inbox :

  • Login into your Helpwise account.
  • Click on “Automation” on the top and select “Integrations”.
  • Now, click on “Connect OnePageCRM” button.
  • Enter your User ID, Api Key and Inboxes which you want to connect.
  • That’s it! You have now integrated your  OnePageCRM account with Helpwise.
  • Now, head over to your inbox and click on the OnePageCRM icon to search for the contact information.
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