

Integrate Wealthbox CRM with Helpwise
Send information between Wealthbox CRM and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact is in Helpwise each time a new contact is created in Wealthbox CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will log a new contact in Helpwise whenever a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Helpwise.


Create a new contact is in Helpwise each time a new contact is created in Wealthbox CRM
Wealthbox CRM + Helpwise

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Supported triggers and actions
Integrate Wealthbox CRM and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New opportunity
Triggers when a new opportunity is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New event
Triggers when a new event is created

New project
Triggers when a new project is created

Completed task
Triggers when a task is completed

New contact
Triggers when a new contact is created

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

Create contact
Creates a new contact

Create event
Creates a new event

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Create note
Creates a new note

Create task
Creates a new task

Fetch contact
Fetches a contact by email

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 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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