Integrate HelpCrunch with TradeGecko

Send information between HelpCrunch and TradeGecko automatically, without writing any code, using Zoho Flow.

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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

Address added

Triggers when a new address is added

Contact created

Triggers when a new contact is created

Fulfillment created

Triggers when a sales order is packed (fully or partially) and a new fulfillment is created

Order fulfilled

Triggers when an order is completely fulfilled

Company created

Triggers when a new company is created

Order created

Triggers when a new order is created

Invoice created

Triggers when a new invoice 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

Create sales order

Creates a new sales order

Create company

Creates a new company

Create contact

Creates a new contact

Add address

Adds a new address

Fetch company

Fetches the details of an existing company

Fetch address by ID

Fetches the address of an existing company by ID

Fetch contact

Fetches the details of an existing contact

Fetch order

Fetches the details of an existing order

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

What is TradeGecko?

TradeGecko is inventory management software that allows you to manage customer and supplier data, track products across locations, and generate business reports in real time.

Inventory Management

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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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more

Owain ap Rees

Sales Director, Artico

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. Know more

Louis Castellano

CEO, Lakeside CNC Group

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. Know more

Toto

Technical Engineer, Master Liveaboards

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