Integrate Kylas with Helpwise
Send information between Kylas and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using Helpwise when a new company is created in Kylas
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 Kylas.
How it works
- The flow triggers when a new company is created in Kylas.
- Zoho Flow sends an email to the specified customer in Helpwise.
Initiate a welcome email using Helpwise when a new company is created in Kylas
Kylas + Helpwise
Create a new contact in Helpwise whenever a new contact is created in Kylas
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Helpwise each time a new contact is created in Kylas.
How it works
- The flow triggers when a new contact is created in Kylas.
- Zoho Flow creates a new contact in Helpwise.
Create a new contact in Helpwise whenever a new contact is created in Kylas
Kylas + Helpwise
Build your own integrations between Kylas and Helpwise
Connect Kylas 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 Kylas and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Lead updated
Triggers when the details of an existing lead are updated
Deal created or updated
Triggers when a deal is created or updated
Lead created or updated
Triggers when a lead is created or updated
Deal created
Triggers when a new deal is created
Task updated
Triggers when the details of an existing task are updated
Call logs created or updated
Triggers when a call log is created or updated
Company created or updated
Triggers when a company is created or updated
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lead
Creates a new lead
Create company
Creates a new company
Create task
Creates a new task
Create deal
Creates a new deal
Create product or service
Creates a new product or service
Update task
Updates the details of an existing task
Close deal
Closes the specified deal
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update product or service
Updates the details of an existing product or service
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Close lead
Close the specified lead
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch task
Fetches the details of an existing task using ID
Fetch company
Fetches the details of an existing company using ID
Fetch contact
Fetches the details of an existing contact using ID
Send SMS
Sends an SMS message to the specified customer
Send email
Sends an email to the specified customer
Create contact
Creates a new contact
Send WhatsApp message
Sends a WhatsApp message to the specified customer
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
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Technical Engineer, Master Liveaboards
