Act! 365 + Helpwise Integration

Connect Act! 365 to Helpwise in 1 click

Integrate Act! 365 + Helpwise For Free Free forever. Use premium features free for 14 days.

Popular Act! 365 + Helpwise Workflows

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Act! 365 + Helpwise Integration

Send Helpwise email for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a email through Helpwise letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - Helpwise integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Act! 365 + Helpwise Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Helpwise
    Tag is applied in conversation in Helpwise Instant
  • Helpwise
    Conversation is created in Helpwise Instant
  • Helpwise
    Conversation is assigned in Helpwise Instant
  • Helpwise
    Note is added in conversation in Helpwise Instant
  • Helpwise
    Conversation is re-opened in Helpwise Instant
  • Helpwise
    Conversation is closed in Helpwise Instant
  • Helpwise
    Conversation is deleted in Helpwise Instant
  • Helpwise
    Reply from customer in Helpwise Instant
  • Helpwise
    Reply from agent in Helpwise Instant
2.
  • Act! 365
    Create contact in Act! 365
  • Helpwise
    Send email in Helpwise
  • Helpwise
    Send WhatsApp message in Helpwise
  • Helpwise
    Add comment in Helpwise
  • Helpwise
    Search thread in Helpwise
  • Helpwise
    Search thread by ID in Helpwise
  • Helpwise
    Send SMS in Helpwise
  • Helpwise
    Search contacts in Helpwise
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