HelmIQ and Salesflare
How to connect HelmIQ
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When contact Updated in HelmIQ, find or create contact in Salesflare.
- When new Deal in HelmIQ, create opportunity in Salesflare.
- When new Reminder in HelmIQ, create task in Salesflare.
- When new Account in Salesflare, create Company in HelmIQ.
- When new Opportunity in Salesflare, create Deal in HelmIQ.
- When new Task in Salesflare, create Task in HelmIQ.
About HelmIQ
HelmIQ is a CRM for advisory firms that turns calls, notes, and email into contacts, deals, tasks, and follow-ups.
HelmIQ operations on Zapier
Triggers (4)
Start a workflow when this happens
- Contact Updated — Triggers when a contact is created or updated in HelmIQ.
- Deal Updated — Triggers when a deal is created or updated in HelmIQ.
- New Deal — Triggers when a new deal is created in HelmIQ.
- New Reminder — Triggers when a new reminder (task) is created in HelmIQ.
Actions (10)
Things Salesflare can make it do
- Add Note — Push a note (call summary, meeting note, interaction) onto a HelmIQ contact, optionally attached to a deal.
- Create Company — Creates a company in HelmIQ, or returns the existing one if a company with the same cleaned name already exists in your organization.
- Create Contact — Creates or matches a contact in HelmIQ, scoped to your organization. An existing contact with the same email is returned, not duplicated.
- Create Deal — Creates a deal in HelmIQ, scoped to your organization and assigned to you.
- Create Task — Creates a task in the HelmIQ queue, scoped to your organization and assigned to you.
Show 5 more actions
- Edit Contact — Updates an existing contact in HelmIQ. Only the fields you set are changed.
- Edit Deal — Updates an existing deal in HelmIQ. Only the fields you set are changed.
- Find or Create Company — Finds a company by domain or name, or creates one when no match exists.
- Find or Create Contact — Finds a contact by email, or creates one when no match exists.
- Find or Create Deal — Finds a deal by external id, name, or codename, or creates one when no match exists.
Searches (3)
Look up existing records
- Find Company — Finds a company by domain or name in HelmIQ, scoped to your organization. Pair with Create Company for a find-or-create step.
- Find Contact — Finds a contact by email in HelmIQ, scoped to your organization. Pair with Create Contact for a find-or-create step.
- Find Deal — Finds a deal by external id, name, or codename in HelmIQ, scoped to your organization. Pair with Create Deal for a find-or-create step.
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