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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
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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.
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Trigger a welcome email through Helpwise when a new company is added in HubSpot CRM
HubSpot CRM + Helpwise
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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.
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Create a new contact in Helpwise whenever a new contact is created in HubSpot CRM
HubSpot CRM + Helpwise
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Build your own integrations between HubSpot CRM and Helpwise
Connect HubSpot CRM and Helpwise with over 850+ 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
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Company created
Triggers when a new company is created
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Deal created
Triggers when a new deal is created
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Task created
Triggers when a new task is created
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Contact created
Triggers when a new contact is created
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Company updated
Triggers when the details of an existing company are updated
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Deal updated
Triggers when a deal is updated
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Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
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Contact updated
Triggers when the details of an existing contact are updated
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Engagement created
Triggers when a new engagement is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create company
Creates a new company
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Create engagement
Creates a new engagement
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Create task
Creates a new task
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Create deal
Creates a new deal
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Create ticket
Creates a new ticket
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Update company
Updates the details of an existing company
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Create or update contact
Creates a new contact. Updates the contact details if it already exists
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Update contact - By email
Updates the details of the contact associated with the specified email
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Associate CRM entities
Associates two existing CRM entities
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Update contact - By VID
Updates the details of a contact associated with the specified VID
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Fetch contact
Fetches the details of an existing contact by VID or Email
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Fetch deal
Fetches the details of an existing deal by ID
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Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
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Fetch company - By name
Fetches the details of an existing company by name
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Fetch company - By ID
Fetches the details of an existing company by ID
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Send email
Sends an email to the specified customer
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Create contact
Creates a new contact
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Send SMS
Sends an SMS message to the specified customer
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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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