Integrate LionDesk with Helpwise

Send information between LionDesk and Helpwise automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Helpwise each time a new contact is created in LionDesk

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Helpwise each time a new contact is created in LionDesk.

How it works
  1. The flow triggers when a new contact is created in LionDesk.
  2. 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 LionDesk

LionDesk + Helpwise

Build your own integrations between LionDesk and Helpwise

Connect LionDesk 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 LionDesk and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches an existing contact

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 LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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.

Email Team Collaboration

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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