Circleback + Helply
Bring customer call context into Helply automatically.
Connect Circleback so meeting transcripts and customer conversations stay connected.
Trusted by 1,300 companies globally
Why teams use it
Bring meeting context into Helply
Keep supported transcripts and meeting information connected to the customer account.
Give support better context
Help your team understand what happened before the customer opened their next support request.
Keep promises from getting lost
Surface useful commitments and follow-ups from customer conversations.
Turn meetings into customer intelligence
Use call context alongside support conversations to better understand the customer's needs and relationship.
Helply×How to install
Step 1
Connect Circleback
Authorize your Circleback account.
Step 2
Configure meeting access
Choose the supported meeting context available to Helply.
Step 3
Match meetings to customers
Associate customer meetings with the appropriate accounts.
Frequently asked questions
Yes, where available.
Yes.
Supported signals can be surfaced from available context.
The integration is designed to automate supported matching.
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Connect Circleback to Helply.
Meet your customers where they are and give every team the full story.