Integrate Salesflare with Helpwise
Send information between Salesflare 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 Salesflare
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Helpwise whenever a new contact is added in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact in Helpwise.
Generate a new contact in Helpwise each time a new contact is created in Salesflare
Salesflare + Helpwise
Build your own integrations between Salesflare and Helpwise
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Supported triggers and actions
Integrate Salesflare and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add contact to account
Adds an existing contact to the selected account
Create task
Creates a new task
Create contact
Creates a new contact
Create call
Creates a new call
Create opportunity
Creates a new opportunity
Create meeting
Creates a new meeting
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Fetch person
Fetches a person by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch user
Fetches a user by ID, name, or email
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 Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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.
Similar apps
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
