Integrate Helpwise with Freshsales
Appy Pie Connect allows you to automate multiple workflows between Helpwise and Freshsales
- No code
- No Credit Card
- Lightning Fast Setup
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 Freshsales
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
Freshsales IntegrationsLooking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives
-
Xero
Best ways to Integrate Helpwise + Freshsales
-
Freshsales + Slack
Send message in Slack when a new lead is created in Freshsales Read More...When this happens...
New Lead
Then do this...
Send Channel Message
Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.How this Freshsales - Slack integration works- A new lead is created in Freshsales
- Appy Pie Connect sends a message in Slack
What You Need- A Freshsales account
- A Slack account
-
Freshsales + Gmail
Welcome new Freshsales customers with personalized emails from Gmail Read More...When this happens...
New Lead
Then do this...
Send Email
Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.How this Freshsales - Gmail integration works- A new lead is created in Freshsales
- Appy Pie Connect sends an email to the lead from Gmail
What You Need- A Gmail account
- A Freshsales account
-
Freshsales + Microsoft Teams
Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...When this happens...
New Lead
Then do this...
Send Channel Messages
Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.How this Freshsales - Microsoft Teams integration works- A new lead is created in Freshsales
- Appy Pie Connect sends a message in Microsoft Teams
What You Need- A Freshsales account
- A Microsoft Terams account
-
When this happens...
New Deal
Then do this...
Create Draft
-
When this happens...
New Deal
Then do this...
Send Email
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Helpwise + Freshsales without coding knowledge. Start creating your own business flow.
-
New Contact
Triggers when a new contact is created.
-
New Deal
Triggers when a new deal is created.
-
New Lead
Triggers when a new lead is created.
-
Add NoteAdd note in Helpwise.
-
Create Contact
Creates a Contact
-
Send email
Send email in Helpwise.
-
Create Lead
Creates a new lead.
-
Update Lead
Updates an existing lead.
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How Helpwise & Freshsales Integrations Work
-
Step 1: Choose Helpwise as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Freshsales as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Helpwise to Freshsales.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
