Integrate HubSpot CRM with Helpwise
Send information between HubSpot CRM and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Trigger a welcome email through Helpwise when a new company is added in HubSpot CRM
Quickly welcome your new clients with a tailored automated welcome email. This flow will send out a welcome email via Helpwise for new companies created in HubSpot CRM.
How it works
- The flow triggers when a new company is created in HubSpot CRM.
- Zoho Flow sends an email to the specified customer in Helpwise.
Trigger a welcome email through Helpwise when a new company is added in HubSpot CRM
HubSpot CRM + Helpwise
Create a new contact in Helpwise whenever a new contact is created in HubSpot CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Helpwise whenever a new contact is created in HubSpot CRM.
How it works
- The flow triggers when a new contact is created in HubSpot CRM.
- Zoho Flow creates a new contact in Helpwise.
Create a new contact in Helpwise whenever a new contact is created in HubSpot CRM
HubSpot CRM + Helpwise
Build your own integrations between HubSpot CRM and Helpwise
Connect HubSpot CRM and Helpwise with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Company created
Triggers when a new company is created
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
Email created
Triggers when a new email is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create email
Creates a new email
Create task
Creates a new task
Create meeting
Creates a new meeting
Create ticket
Creates a new ticket
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact or updates the details of an existing contact
Update company
Updates the details of an existing company by ID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
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 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.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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