ConvergeHub + Helpwise Integration

Connect ConvergeHub to Helpwise - Automate your workflows in 1-click

Make use of ConvergeHub automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Helpwise automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Combine the benefits of both with Integrately’s ConvergeHub + Helpwise integration.
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ConvergeHub + Helpwise Integration

Send Helpwise email for new ConvergeHub task

With this ConvergeHub - Helpwise integration, whenever a new task is created in ConvergeHub, email will be sent via Helpwise. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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ConvergeHub + Helpwise Integration

Send Helpwise email for new ConvergeHub contact

Anytime a new contact is added to your ConvergeHub, 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 ConvergeHub - 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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ConvergeHub + Helpwise Integration

Send Helpwise email for new ConvergeHub deal

Whenever a new deal is created in your ConvergeHub, you'll want to communicate with your team to make sure everyone is on the same page. Sending Helpwise email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this ConvergeHub - Helpwise integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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ConvergeHub + Helpwise Integration
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • 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.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
  • 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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Integrate ConvergeHub & Helpwise In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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