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Integrate Salesmate with Helpwise
Send information between Salesmate 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 Salesmate
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send a welcome email via Helpwise to new companies created in Salesmate.
How it works
- The flow triggers when a new company is created in Salesmate.
- 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 Salesmate
Salesmate + Helpwise
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Generate a new contact in Helpwise each time a new contact is created in Salesmate
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 Salesmate.
How it works
- The flow triggers when a new contact is created in Salesmate.
- Zoho Flow creates a new contact in Helpwise.
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Generate a new contact in Helpwise each time a new contact is created in Salesmate
Salesmate + Helpwise
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Build your own integrations between Salesmate and Helpwise
Connect Salesmate 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 Salesmate and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal created
Triggers when a new deal is created
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Activity created
Triggers when a new activity is created
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company 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 deal
Creates a new deal
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Create activity
Creates a new activity
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Create company
Creates a new company
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Create contact
Creates a new contact
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Update activity
Updates the details of an existing activity
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Update deal
Updates the details of an existing deal
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Update contact
Updates the details of an existing contact
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Update company
Updates the details of an existing company
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Fetch company
Fetches the details of a company by name, ID, or website
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Fetch contact
Fetches the details of a contact by name, ID, or email
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Fetch activity
Fetches the details of an activity by title or ID
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Fetch deal
Fetches the details of a deal by title or ID
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Send SMS
Sends an SMS message to the specified customer
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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 WhatsApp message
Sends a WhatsApp message to the specified customer
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
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.
Similar apps
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