Integrate Act! 365 with Helpshift
Send information between Act! 365 and Helpshift automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Act! 365 and Helpshift using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Contact created
Triggers when a new contact is created
To-do created
Triggers when a new to-do is created
Issue created
Triggers when a new issue is created
Issue updated
Triggers when the details of an existing issue are updated
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create to-do
Creates a new to-do
Create contact
Creates a new contact
Fetch contact by email
Fetches the details of an existing contact by email address
Add message
Adds a message to an existing issue
Add note
Adds a private note to an existing issue
Create issue
Creates a new issue
Create FAQ
Creates a new FAQ
Fetch user
Fetches the details of an existing user by email address
Fetch issue
Fetches the details of an existing issue by issue ID, author email address, or assignee ID
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
What is Helpshift?
Helpshift is a mobile-first customer service platform that delivers a superior in-app help experience for many of the world's top mobile apps and games.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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