Flexie CRM + Helpwise Integration

Connect Flexie CRM to Helpwise - Automate your workflows in 1-click

Make use of Flexie CRM 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. Skip the manual back and forth! Easily automate the flow of data between Flexie CRM & Helpwise using Integrately.
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Ready Workflows For Flexie CRM + Helpwise Integration

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Flexie CRM + Helpwise Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation when any event occurs

    Instant
  • Helpwise
    Tag is applied in conversation in Helpwise

    Triggers the automation when a tag is added

    Instant
  • Helpwise
    Conversation is created in Helpwise

    Triggers the automation when a new conversation is created

    Instant
  • Helpwise
    Conversation is assigned in Helpwise

    Triggers the automation when someone is assigned to a conversation

    Instant
  • Helpwise
    Note is added in conversation in Helpwise

    Triggers the automation when a new note is added to any conversation

    Instant
  • Helpwise
    Conversation is re-opened in Helpwise

    Triggers the automation when a closed conversation is re-opened

    Instant
  • Helpwise
    Conversation is closed in Helpwise

    Triggers the automation when any conversation is marked as completed

    Instant
  • Helpwise
    Conversation is deleted in Helpwise

    Triggers the automation when any conversation is removed from the system

    Instant
  • Helpwise
    Reply from customer in Helpwise

    Triggers the automation when a customer replies

    Instant
  • Helpwise
    Reply from agent in Helpwise

    Triggers the automation when an agent replies

    Instant
2.
  • Flexie CRM
    Create contact in Flexie CRM

    Adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Updates the lead information

  • Helpwise
    Send email in Helpwise

    Sends an email to a recipient

  • Helpwise
    Send WhatsApp message in Helpwise

    Sends a message via whatsapp

  • Helpwise
    Add comment in Helpwise

    Adds a comment to a record

  • Helpwise
    Search thread in Helpwise

    Searches for a thread

  • Helpwise
    Search thread by ID in Helpwise

    Searches for a thread by id

  • Helpwise
    Send SMS in Helpwise

    Sends a text message to particular recipients

  • Helpwise
    Search contacts in Helpwise

    Finds and retrieves contact information

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Integrate Flexie CRM & Helpwise In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Flexie CRM or Helpwise With 1200+ Other Apps

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Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

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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

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