Integrate Jetpack CRM with Helpwise
Send information between Jetpack CRM 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 Jetpack CRM
Start your sales funnel right: send a personalized welcome email to new companies to boost engagement. This flow will send out a welcome email via Helpwise for new companies created in Jetpack CRM.
How it works
- The flow triggers when a new company is created in Jetpack CRM.
- Zoho Flow sends an email to the specified customer in Helpwise.
Initiate a welcome email using Helpwise when a new company is created in Jetpack CRM
Jetpack CRM + Helpwise
Generate a new contact in Helpwise each time a new contact is created in Jetpack CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Helpwise each time a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in Helpwise.
Generate a new contact in Helpwise each time a new contact is created in Jetpack CRM
Jetpack CRM + Helpwise
Build your own integrations between Jetpack CRM and Helpwise
Connect Jetpack CRM 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 Jetpack CRM 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 is updated
Transaction created
Triggers when a new transaction is created
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch quote
Fetches the details of an existing quote
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 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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
