Helpwise + Insightly Integration

Connect Helpwise to Insightly in 1 click

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1.
  • 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
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.

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Ready Workflows Ready Workflows   for Helpwise + Insightly Integration

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Most popular automationsmost-popular-automations
Insightly + Helpwise Integration

Send Helpwise email for new Insightly task

With this Insightly - Helpwise integration, whenever a new task is created in Insightly, 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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Insightly + Helpwise Integration

Send Helpwise email for new Insightly contact

Anytime a new contact is added to your Insightly, 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 Insightly - 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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Automations

Top 10 Most Popular Helpwise Automations from
Integrately Community

Just click on the workflow you want to automate

WhatsApp logo
Helpwise logo
Send email from Helpwise for new message received in WhatsApp
Activate
Trello logo
Helpwise logo
Send email from Helpwise for new message received in Trello
ClickSend SMS logo
Helpwise logo
Send email from Helpwise for new message received in ClickSend SMS
Twilio logo
Helpwise logo
Send email from Helpwise for new sms received in Twilio
Mailjet logo
Helpwise logo
Send email from Helpwise for new message received in Mailjet
WhatsApp logo
Helpwise logo
Send email from Helpwise for new message received in WhatsApp
Activate
Trello logo
Helpwise logo
Send email from Helpwise for new message received in Trello
ClickSend SMS logo
Helpwise logo
Send email from Helpwise for new message received in ClickSend SMS
Twilio logo
Helpwise logo
Send email from Helpwise for new sms received in Twilio
Mailjet logo
Helpwise logo
Send email from Helpwise for new message received in Mailjet
RingCentral logo
Helpwise logo
Send email from Helpwise for new message received in RingCentral
TextMagic logo
Helpwise logo
Send email from Helpwise for new message received in TextMagic
Textgun SMS logo
Helpwise logo
Send email from Helpwise for new message received in Textgun SMS
Ryver logo
Helpwise logo
Send email from Helpwise for new message received in Ryver
Google Sheets logo
Helpwise logo
Send Helpwise email for new Google Sheets row
RingCentral logo
Helpwise logo
Send email from Helpwise for new message received in RingCentral
TextMagic logo
Helpwise logo
Send email from Helpwise for new message received in TextMagic
Textgun SMS logo
Helpwise logo
Send email from Helpwise for new message received in Textgun SMS
Ryver logo
Helpwise logo
Send email from Helpwise for new message received in Ryver
Google Sheets logo
Helpwise logo
Send Helpwise email for new Google Sheets row

Top 10 Most Popular Insightly Automations from
Integrately Community

Most popularmost-popular-automations
01
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
02
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
03
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
04
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
05
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
cloud
Insightly
app integration
06
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
07
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
09
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
10
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
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How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Helpwise or Insightly With 1400+ Other Apps

Helpwise
Helpwise
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.
Insightly
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.