Integrate Pipedrive with Helpwise

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

  • No code
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  • Lightning Fast Setup
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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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.

Want to explore Pipedrive + Helpwise quick connects for faster integration? Here’s our list of the best Pipedrive + Helpwise quick connects.

Explore quick connects
Connect Pipedrive + Helpwise in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • Add Note

    Add note in Helpwise.

  • Create Contact

    Creates a Contact

  • Send email

    Send email in Helpwise.

How Pipedrive & Helpwise Integrations Work

  1. Step 1: Choose Pipedrive 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 Helpwise 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 Pipedrive to Helpwise.

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm