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Helpwise + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Helpwise and Customerly

  • No code
  • No Credit Card
  • Lightning Fast Setup
About 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.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best ways to Integrate Helpwise + Customerly

  • Helpwise Gmail

    Customerly + Gmail

    Create Draft to Gmail from New Lead in Customerly Read More...
    Close
    When this happens...
    Helpwise New Lead
     
    Then do this...
    Gmail Create Draft
  • Helpwise Gmail

    Customerly + Gmail

    Send Email in Gmail when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Helpwise New Lead
     
    Then do this...
    Gmail Send Email
  • Helpwise Gmail

    Customerly + Gmail

    Create Label to Gmail from New Lead in Customerly Read More...
    Close
    When this happens...
    Helpwise New Lead
     
    Then do this...
    Gmail Create Label
  • Helpwise Google Sheets

    Customerly + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead in Customerly Read More...
    Close
    When this happens...
    Helpwise New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Helpwise Google Sheets

    Customerly + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Helpwise New Lead
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Helpwise {{item.actionAppName}}

    Helpwise + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Helpwise + Customerly in easier way

It's easy to connect Helpwise + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Add Note

    Add note in Helpwise.

  • Create Contact

    Creates a Contact

  • Send email

    Send email in Helpwise.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Helpwise & Customerly Integrations Work

  1. Step 1: Choose Helpwise as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Customerly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Helpwise to Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.