Integrate Salesforce with Helpy
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Helpy and Salesforce work better together. Use the Zapier integration to tie these two apps together to keep your contacts and customer communications in sync.
- Syncronize customer records between the CRM and helpdesk.
- Add a note into your CRM when a prospect opens a support ticket.
- Route prospects who have contacted support to your sales team
- Create tickets when prospects convert to customers