Integrate EngageBay with Helpwise
Send information between EngageBay and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email using Helpwise when a new company is created in EngageBay
Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Helpwise for every new company created within EngageBay.
How it works
- The flow triggers when a new company is created in EngageBay.
- Zoho Flow sends an email to the specified customer in Helpwise.
Send a welcome email using Helpwise when a new company is created in EngageBay
EngageBay + Helpwise
Generate a new contact in Helpwise each time a new contact is created in EngageBay
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Helpwise whenever a new contact is added in EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow creates a new contact in Helpwise.
Generate a new contact in Helpwise each time a new contact is created in EngageBay
EngageBay + Helpwise
Build your own integrations between EngageBay and Helpwise
Connect EngageBay 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 EngageBay and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create deal
Creates a new deal
Create event
Creates a new event
Create company
Creates a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Create contact
Creates a new contact
Send email
Sends an email to the specified customer
Send WhatsApp message
Sends a WhatsApp message to the specified customer
Send SMS
Sends an SMS message to the specified customer
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
