Groove is now Helply.
Salesforce

Salesforce + Helply

Bring Salesforce context into every customer conversation.

Connect Salesforce to Helply so your team and AI agents can understand the customer, use account context, and turn support into actionable signals.

Trusted by 1,300 companies globally

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  • Kami
  • Simplefocus
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  • Plato

Why teams use it

Keep customer and account context connected

Bring relevant Salesforce customer, account, opportunity, and ownership information into Helply so support doesn't operate in a silo.

Give AI agents the full customer story

Let Helply agents use Salesforce context alongside conversations, knowledge, and other Tools when deciding how to help.

Turn support into Salesforce signals

Surface important information learned in support, including risk, expansion opportunities, feature requests, and customer feedback.

Route support using Salesforce data

Give strategic accounts, prospects, or other customer segments different support experiences based on the CRM context available to Helply.

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How to install

Step 1

Connect Salesforce

Open Tools in Helply, select Salesforce, and authorize your account.

Step 2

Match customer records

Connect Helply customers and accounts with the corresponding Salesforce records.

Step 3

Choose how data is used

Configure the Salesforce context and supported Actions available inside Helply.

Frequently asked questions

Supported account, contact, opportunity, and related customer context.

Yes.

Where supported and configured.

Yes.

Yes. Salesforce can be used as customer context without enabling supported write-back Actions.

Connect Helply to the tools your business runs on.

Give your team and AI agents the customer data, communication channels, and business tools they need to get the job done.

Connect Salesforce to Helply.

Meet your customers where they are and give every team the full story.