Integrate Follow Up Boss with Helpwise
Send information between Follow Up Boss and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Helpwise whenever a new contact is created in Follow Up Boss
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Helpwise whenever a new contact is added in Follow Up Boss.
How it works
- The flow triggers when a new contact is created in Follow Up Boss.
- Zoho Flow creates a new contact in Helpwise.
Create a new contact in Helpwise whenever a new contact is created in Follow Up Boss
Follow Up Boss + Helpwise
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Supported triggers and actions
Integrate Follow Up Boss and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
Create contact
Creates a new contact
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 Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
Similar apps
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.
Similar apps
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.
Learn more >
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
