![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Integrate Zoho CRM with Helpwise
Send information between Zoho CRM and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Generate a new contact in Helpwise each time a new contact is created in Zoho CRM
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 Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Helpwise.
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Generate a new contact in Helpwise each time a new contact is created in Zoho CRM
Zoho CRM + Helpwise
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Zoho CRM and Helpwise
Connect Zoho CRM and Helpwise with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Entry created or updated
Triggers when a record entry is created or updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
User created or updated
Triggers when the details of an existing user are created or updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
New lead
Triggers when a new lead is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module
Triggers when a new module is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated module entry
Triggers when an entry is updated in the selected module
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated deal
Triggers when an existing deal is updated
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
New note
Triggers when a new note is added
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
New user
Triggers when a new user is created
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update module entry
Updates the specified module entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Raise signal
Raises a signal to Zoho CRM
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add note
Adds a note to the selected module
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Remove tags
Removes tags from the specified record
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add user
Adds a new user
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add tags
Adds tags to the specified record
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send mail merge
Sends a mail merge with details of the selected record
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Convert lead to contact
Converts a lead to a contact
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send email template
Sends an email to the specified users
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update related module entry
Relates an entry in this module with an entry in another module
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update user
Updates the details of an existing user based on user ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch contact
Fetches a contact by email address, unique ID, or name
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch account
Fetches an account by its name or unique ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch user
Fetches the details of an existing user by name or email address
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch lead
Fetches a lead by email address or unique ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch inventory template
Fetches an inventory template using ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch email template
Fetches an email template by name
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch event
Fetches an event by its title or unique ID
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Clone module entry
Clones an existing module entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Cancel call
Cancels a event
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Delete module entry
Deletes the specified entry
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch module entry
Fetches a module entry by the specified values
![](https://flow-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch product
Fetches a product by its name or unique ID
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Send email
Sends an email to the specified customer
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Send WhatsApp message
Sends a WhatsApp message to the specified customer
![](https://flow-public.nimbuspop.com/flow-apps/helpwise.png)
Send SMS
Sends an SMS message to the specified customer
What is Zoho CRM?
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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