Integrate Helpwise with Agile CRM

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

Build your own integrations between Helpwise and Agile CRM

Connect Helpwise and Agile CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Helpwise and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

New Deal

Triggers when a new deal is created

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

All Actions - Actions are the automated tasks

Send email

Sends an email to the specified customer

Create contact

Creates a new contact

Send SMS

Sends an SMS message to the specified customer

Send WhatsApp message

Sends a WhatsApp message to the specified customer

Create Company

Creates a new company

Create Ticket

Creates a new ticket

Create Contact

Creates a new contact

Create Task

Creates a task for the selected contact

Create Event

Creates a new event

Create Deal

Creates a new deal

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

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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

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