Helpwise and Salesflare
Shared Inbox for Team Email, SMS & WhatsApp accounts
How to connect Helpwise
- Natively — Built directly into Salesflare.
- Via Zapier — 23 operations available. Set it up ↗
- Via Make — 17 modules available. Set it up ↗
What you can automate
- When note Added in Helpwise, create internal note in Salesflare.
- When contact Is Created in Helpwise, find or create contact in Salesflare.
About Helpwise
Helpwise is an easy to use shared inbox for team email accounts like help@, jobs@ etc. As your business grows, sharing email accounts among colleagues is not scalable, creates chaos, lack of transparency & security loopholes. This is where shared inbox comes in!
With Helpwise and Salesflare integration, you can see contact’s information and tasks from Salesflare, within your Helpwise shared inbox. You can also, create or update contacts, opportunities or tasks in your Salesflare account directly from Helpwise.
This integration works with all Helpwise plans. Sign-up today on Helpwise for free.
Features
- Delegate Conversations
- Collision Detection
- Automation Rules
- Analytics/Reports
- Help Center
- Open Tracking
- Notes
- Tags
Pricing
Paid pricing is per user and varies by plan; a free trial is available. Current pricing.
Helpwise operations on Zapier
Triggers (15)
Start a workflow when this happens
- Assigned in a Conversation — Triggers when your team member assigned you in a conversation.
- CSAT Is Received — Triggers when a new CSAT is received
- Contact Is Created — Triggers when new contact is created
- Draft Is Created — Triggers when a new draft is created
- Inbound Email — Triggers when a new email received in Helpwise.
Show 10 more triggers
- Inbound Facebook Message — Triggers when you receive a new Inbound Facebook message from your customer.
- Inbound SMS Message — Triggers when you receive a new SMS from your customer.
- Inbound WhatsApp Message — Triggers when you receive a new WhatsApp inbound message from your customer.
- Mention in Note — Triggers when there's a new mention for you.
- Near SLA Breach — Triggers when any conversation is near the SLA breach
- Note Added — Triggers when a new note added by the user in the Helpwise conversation.
- Outbound Conversations — Triggers for new outbound conversations
- Rule Is Run — Triggers when a rule is run on any conversation
- SLA Breach — Triggers when SLA is breached on any conversation
- Tag Added — Triggers when a new tag added in a thread in Helpwise.
Actions (8)
Things Salesflare can make it do
- Add Note — Adds a Note in the Conversation
- Apply Tag on Thread — Apply tag on the Helpwise thread.
- Assign Conversation — Assign Conversation to User
- Create Contact — Create your contact in Helpwise from your favorite app.
- Create New Conversation — Create a new conversation from your website form, Cron, CRM, etc.
Show 3 more actions
- Send SMS Message — Send SMS to your customer.
- Send WhatsApp Message — Send WhatsApp Message to your customer.
- Send an Email — This Action will send the Email from Helpwise.
Helpwise operations on Make
Triggers (4)
Start a workflow when this happens
- Watch Contacts — Triggers when a new contact is added.
- Watch Emails — Triggers when a new email is added to your mailbox.
- Watch Mailboxes — Triggers when a new mailbox is added to your Helpwise.
- Watch Threads — Triggers when a new thread/conversation is added to your mailbox.
Actions (8)
Things Salesflare can make it do
- Add a Note — Creates a new note.
- Create a Contact — Creates a new contact.
- Create a Mailbox — Creates a new mailbox.
- Get a Contact — Returns information about a specific contact.
- Get a Mailbox — Returns information about a specific mailbox.
Show 3 more actions
- Get a Thread — Returns information about a specific thread/conversation.
- Make an API Call — Performs an arbitrary authorized API call.
- Send an Email — Creates and sends a new email.
Searches (5)
Look up existing records
- List Contacts — Returns data about your contacts from Helpwise.
- List Emails — Lists your emails from Helpwise.
- List Mailboxes — Lists your mailboxes from Helpwise.
- List Threads — Lists your threads/conversations from Helpwise.
- Search Contacts — Performs a search across all your contacts on Helpwise.
Screenshots
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