Helpwise + Salesforce Integration

Connect Helpwise to Salesforce 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
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for Helpwise + Salesforce Integration

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Most popular automationsmost-popular-automations
Salesforce + Helpwise Integration

Send Helpwise email for new Salesforce record

Automatically sending a Helpwise email whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Helpwise integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Helpwise email for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + Helpwise Integration

Send Helpwise email for new Salesforce task

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

Send Helpwise email for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, 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 opportunity 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 opportunitys. In short, this Salesforce - Helpwise integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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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
Activate
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
Activate

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
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Create Salesforce contact for new WordPress user
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Want to automate something else in your workflow?

You Can Also Connect Helpwise or Salesforce 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.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.