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 800+ 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
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Contact updated
Triggers when the details of an existing contact are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact 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 company
Creates a new company
Create deal
Creates a new deal
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update company
Updates the details of an existing company
Fetch contact
Fetches the details of an existing contact by VID or Email
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch deal
Fetches the details of an existing deal by ID
Send email
Sends an email to the specified customer
Create contact
Creates a new contact
Send SMS
Sends an SMS message to the specified customer
Send WhatsApp message
Sends a WhatsApp 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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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