EspoCRM + Helpwise Integration

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

Make use of EspoCRM 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. Get the best of both with Integrately’s EspoCRM + Helpwise integration.

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Ready Workflows For EspoCRM + Helpwise Integration

Just click on the workflow you want to automate

Send Helpwise email for new EspoCRM contact

Anytime a new contact is added to your EspoCRM, 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 EspoCRM - 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!

Activate

Send Helpwise email for new EspoCRM task

With this EspoCRM - Helpwise integration, whenever a new task is created in EspoCRM, 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.

Activate

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Create Your Own EspoCRM & Helpwise Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in EspoCRM
Triggers the automation whenever a new contact is created
Instant
Contact is deleted in EspoCRM
Triggers the automation whenever a contact is removed from the particular list
Instant
Contact is updated in EspoCRM
Triggers the automation whenever a contact is updated
Instant
Task is created in EspoCRM
Triggers the automation whenever a new task is created
Instant
Task is updated in EspoCRM
Triggers the automation whenever any task is updated
Instant
Task is deleted in EspoCRM
Triggers the automation whenever a task is deleted
Instant
Account is created in EspoCRM
Triggers the automation whenever a new account is created
Instant
Opportunity is created in EspoCRM
Triggers the automation whenever any opportunity is updated
Instant
Meeting is created in EspoCRM
Triggers the automation whenever a new meeting is scheduled
Instant
Opportunity is updated in EspoCRM
Triggers the automation whenever any opportunity is updated
Instant
Case is created in EspoCRM
Triggers the automation whenever a new case is created
Instant
Account is updated in EspoCRM
Triggers the automation whenever an account is updated
Instant
Account is deleted in EspoCRM
Triggers the automation whenever an account is deleted
Instant
Opportunity is deleted in EspoCRM
Triggers the automation whenever any opportunity is deleted
Instant
Case is updated in EspoCRM
Triggers the automation whenever any case is updated
Instant
Case is deleted in EspoCRM
Triggers the automation whenever any case is deleted
Instant
Meeting is updated in EspoCRM
Triggers the automation whenever the details of any meeting are updated
Instant
Meeting is deleted in EspoCRM
Triggers the automation whenever a meeting is deleted
Instant
Lead is updated in EspoCRM
Triggers the automation whenever the lead information is updated
Instant
Lead is created in EspoCRM
Triggers the automation whenever a new lead is created
Instant
Lead is deleted in EspoCRM
Triggers the automation whenever a lead is removed from the system
Instant
Call is created in EspoCRM
Triggers the automation whenever a new call is made
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Instant
Call is deleted in EspoCRM
Triggers the automation whenever a call is deleted from the log
Instant
Tag is applied in conversation in Helpwise
Triggers the automation whenever a tag is added
Instant
Conversation is created in Helpwise
Triggers the automation whenever a new conversation is created
Instant
Conversation is assigned in Helpwise
Triggers the automation whenever someone is assigned to a conversation
Instant
Note is added in conversation in Helpwise
Triggers the automation whenever a new note is added to any conversation
Instant
Conversation is re-opened in Helpwise
Triggers the automation whenever a closed conversation is re-opened
Instant
Conversation is closed in Helpwise
Triggers the automation whenever any conversation is marked as completed
Instant
Conversation is deleted in Helpwise
Triggers the automation whenever any conversation is removed from the system
Instant
Reply from customer in Helpwise
Triggers the automation whenever a customer replies
Instant
Reply from agent in Helpwise
Triggers the automation whenever an agent replies
Instant

Search lead by name in EspoCRM
Create contact in EspoCRM
Automatically adds a new contact to the database
Search contact in EspoCRM
Automatically finds and retrieves contact information
Update contact in EspoCRM
Automatically updates contact information with new details
Delete contact in EspoCRM
Automatically removes a contact from the address book
Create lead in EspoCRM
Automatically generates new leads for potential customers
Search lead email in EspoCRM
Automatically searches for a lead's email
Update lead in EspoCRM
Automatically updates the lead information
Delete lead in EspoCRM
Automatically removes a lead from the database
Create task in EspoCRM
Automatically creates a new task
Create account in EspoCRM
Automatically generates a new account
Create case in EspoCRM
Automatically generates a new case entry
Create meeting in EspoCRM
Automatically schedule a meeting
Search account in EspoCRM
Automatically searches for account information
Update account in EspoCRM
Automatically updates account information
Delete opportunity in EspoCRM
Automatically removes a opportunity from the system
Delete meeting in EspoCRM
Automatically removes a scheduled meeting from the calendar
Create opportunity in EspoCRM
Automatically creates a new instance of the support system
Search opportunity in EspoCRM
Automatically searches for a opportunity
Search meeting in EspoCRM
Automatically searches for a meeting
Update opportunity in EspoCRM
Automatically updates the opportunity details as needed
Update meeting in EspoCRM
Automatically updates meeting details
Search case in EspoCRM
Automatically searches for a case record
Update case in EspoCRM
Automatically updates case details
Delete account in EspoCRM
Automatically removes an account and all associated data from the system
Delete case in EspoCRM
Automatically removes the particular case from the system
Create call in EspoCRM
Automatically initiates a call to the recipient
Search call in EspoCRM
Automatically searches for a call
Update call in EspoCRM
Automatically updates call information
Delete call in EspoCRM
Automatically deletes a call entry from the database
Send email in Helpwise
Automatically sends an email to a recipient
Send WhatsApp message in Helpwise
Automatically sends a message via WhatsApp
Add comment in Helpwise
Automatically adds a comment to a record
Search thread in Helpwise
Automatically searches for a thread
Search thread by ID in Helpwise
Automatically searches for a thread by ID
Send SMS in Helpwise
Automatically sends a text message to particular recipients
Search contacts in Helpwise
Automatically finds and retrieves contact information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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Integrate EspoCRM & Helpwise In 1 Click
And Save Time & Money Both

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!

Want to automate something else in your workflow?

You Can Also Connect EspoCRM or Helpwise With 1200+ Other Apps

EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.

See EspoCRM Integrations

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

See Helpwise Integrations