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 950+ 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
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Task created
Triggers when a new task is created
Company updated
Triggers when the details of an existing company are updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Create engagement
Creates a new engagement
Update contact - By email
Updates the details of the contact associated with the specified email
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Fetch deal
Fetches the details of an existing deal by ID
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
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 HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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.
Learn more >
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
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
