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Popular HelpCrunch workflows

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Add customers in HelpCrunch for new contacts in TradeGecko


Creating customer profiles is vital, as they hold all the critical data of your customers. This flow will create a new customer profile in HelpCrunch when a new contact is created in TradeGecko.

How it works
1) A new contact is created in TradeGecko.
2) Zoho Flow creates a new customer profile in HelpCrunch.
Use this flow
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Add customers in HelpCrunch for new contacts in TradeGecko

TradeGecko + HelpCrunch

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Add customer

Adds a new customer

Update customer

Updates the details of an existing customer

Fetch customer

Fetches the details of an existing customer

What is HelpCrunch?

HelpCrunch is a communication platform for customer service and sales that provides live chat, in-app messenger, ticketing, and email automation.

Customer Support

Bulid 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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First and the foremost benefit is that 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. Know more

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CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more

Toto

Technical Engineer, Master Liveaboards

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