Integrate ConvergeHub with Helpwise

Send information between ConvergeHub and Helpwise automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Helpwise each time a new contact is created in ConvergeHub

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Helpwise whenever a new contact is added in ConvergeHub.

How it works
  1. The flow triggers when new contact is created in ConvergeHub.
  2. Zoho Flow creates a new contact in Helpwise.
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Generate a new contact in Helpwise each time a new contact is created in ConvergeHub

ConvergeHub + Helpwise

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Supported triggers and actions

Integrate ConvergeHub and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New target

Triggers when a new target is created

New contact

Triggers when new contact is created

New event

Triggers when a new event is created

New lead

Triggers when a new lead is created

New account

Triggers when a new account is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create event

Creates a new event

Create contact

Creates a new contact

Create lead

Creates a new lead

Create target

Creates a new target

Update lead

Updates the details of an existing lead

Fetch event

Fetches an existing event by ID

Fetch account

Fetches an existing account by ID

Fetch lead

Fetches an existing lead by ID

Fetch contact

Fetches an existing contact by ID

Fetch target

Fetches an existing target by ID

Create contact

Creates a new contact

Send email

Sends an email to the specified customer

Send WhatsApp message

Sends a WhatsApp message to the specified customer

Send SMS

Sends an SMS message to the specified customer

What is ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

What is Helpwise?

Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.

Email Team Collaboration

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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