Integrate Salesflare with Helpwise
Send information between Salesflare and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Helpwise each time a new contact is created in Salesflare
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 Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in Helpwise.
Generate a new contact in Helpwise each time a new contact is created in Salesflare
Salesflare + Helpwise
Build your own integrations between Salesflare and Helpwise
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Supported triggers and actions
Integrate Salesflare and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity 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 call
Creates a new call
Create task
Creates a new task
Create contact
Creates a new contact
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create opportunity
Creates a new opportunity
Create meeting
Creates a new meeting
Add contact to account
Adds an existing contact to the selected account
Fetch person
Fetches a person by ID, name, or email
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch user
Fetches a user by ID, name, 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 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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Sales Director, Artico
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
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CEO, Fabricroot
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Technical Engineer, Master Liveaboards
