

Integrate Salesforce with Helpwise
Send information between Salesforce 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 Salesforce
Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Helpwise for every new company created within Salesforce.
How it works
- The flow triggers when a new account is created in Salesforce.
- Zoho Flow sends an email to the specified customer in Helpwise.


Initiate a welcome email using Helpwise when a new company is created in Salesforce
Salesforce + Helpwise


Add a new contact in Helpwise whenever a new contact is added in Salesforce
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Helpwise whenever a new contact is created in Salesforce.
How it works
- The flow triggers when a new contact is created in Salesforce.
- Zoho Flow creates a new contact in Helpwise.


Add a new contact in Helpwise whenever a new contact is added in Salesforce
Salesforce + Helpwise

Build your own integrations between Salesforce and Helpwise
Connect Salesforce 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 Salesforce and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Note updated
Triggers when a note is updated

Task updated
Triggers when a task is updated

Solution updated
Triggers when an solution is updated

Product updated
Triggers when an product is updated

Opportunity added
Triggers when a new opportunity is added

Lead created
Triggers when a new lead is created

Product added
Triggers when a new product is added

Case created
Triggers when a new case is created

Contact updated
Triggers when a contact is updated

Order updated
Triggers when an order is updated

Module entry added
Triggers when a new entry is added to the selected module

Solution added
Triggers when a new solution is added

Lead updated
Triggers when a lead is updated

Campaign updated
Triggers when a new campaign is updated

Opportunity updated
Triggers when an opportunity is updated

Task created
Triggers when a new task is created

Event created
Triggers when a new event is created

Account updated
Triggers when an account is updated

Order created
Triggers when a new order is created

Contact created
Triggers when a new contact is created

Module entry updated
Triggers when a record is updated in the selected module

Account created
Triggers when a new account is created

Event updated
Triggers when an event is updated

Note created
Triggers when a new note is created

Campaign added
Triggers when a new campaign is added

Case updated
Triggers when a case is updated

Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create solution
Creates a new solution

Create opportunity
Creates a new opportunity

Create custom module entry
Creates a new entry in the selected module

Create campaign
Creates a new campaign

Create case
Creates a new case

Create note
Creates a new note

Create account
Creates a new account

Create product
Creates a new product

Create event
Creates a new event

Create order
Creates a new order

Create task
Creates a new task

Create contact
Creates a new contact

Create lead
Creates a new lead

Update note
Updates the details of an existing note

Update lead
Updates the details of an existing lead

Update order
Updates the details of an existing order

Update solution
Updates the details of an existing solution

Update event
Updates the details of an existing event

Update campaign
Updates the details of an existing campaign

Update task
Updates the details of an existing task

Update account
Updates the details of an existing account

Update case
Updates the details of an existing case

Update contact
Updates the details of an existing contact

Update opportunity
Updates the details of an existing opportunity

Update custom module entry
Updates the details of entry in the selected module

Update product
Updates the details of an existing product

Fetch note
Fetches the details of an existing note by title or ID

Fetch company
Fetches the details of an existing D&B company by name or ID

Fetch contract
Fetches the details of an existing contract by number or ID

Fetch asset
Fetches the details of an existing asset by name or ID

Fetch user
Fetches the details of an existing user by email, name or ID

Fetch event
Fetches the details of an existing event by subject or ID

Fetch order
Fetches the details of an existing order by number or ID

Fetch contact
Fetches the details of an existing contact by name or email address or ID

Fetch lead
Fetches the details of an existing lead by name or ID

Fetch group
Fetches the details of an existing group by name or ID

Fetch campaign
Fetches the details of an existing campaign by name or ID

Fetch product
Fetches the details of an existing product by name or ID

Fetch account
Fetches the details of an existing account by name or ID

Fetch case
Fetches the details of an existing case by subject or ID

Fetch solution
Fetches the details of an existing solution by name or ID

Fetch opportunity
Fetches the details of an existing opportunity by name or ID

Fetch module entry
Fetches the details of a module record entry based on the specified value

Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID

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
What is Salesforce?
Similar apps
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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