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How to integrate Close with Helpwise?

Guide to integrating Close with Helpwise for efficiently managing sales communications.
Vibhor Agrawal
Updated 10 months ago

Close integration with Helpwise allows you to track contact information, tasks, and opportunities directly from your Helpwise shared inbox.

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

  • Login to your Helpwise account.
  • Click on “Automation” on the top and select “Integrations”.
  • Now, click on the “Connect” button on the Close card.
  • Enter the ‘API Key’. You can get your API key from the API Keys. If there is no API Key, you have to generate a new one by clicking on ‘New API Key’.
  • Copy API Key and paste it on the Helpwise.
  • Click ‘Connect’.
  • That’s it! You have now integrated your Close account with Helpwise.
  • After that, you will be returned to your Helpwise account and see the “Connected” button.

Follow our updates guide to know more about Close integration with Helpwise. For any questions, feel free to reach out to us at our chat support.

You can also schedule a demo call with us here – https://helpwise.io/demo.

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