Integrate OnePageCRM with Helpwise

Send information between OnePageCRM 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 OnePageCRM

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 OnePageCRM.

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

OnePageCRM + Helpwise

Build your own integrations between OnePageCRM and Helpwise

Connect OnePageCRM and Helpwise with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and Helpwise using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create contact

Creates a new contact

Send WhatsApp message

Sends a WhatsApp message to the specified customer

Send SMS

Sends an SMS message to the specified customer

Send email

Sends an email to the specified customer

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

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 >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

Siddharth Ahuja

CEO, Fabricroot

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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