Connect Helpwise and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Helpwise
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Helpwise and BoardCRM
Enable Integrations or automations with these events of Helpwise and BoardCRM
Actions
Assign Conversation
Assign Conversation to User
Add Note
Adds a Note in the Conversation
Create Contact
Create your contact in Helpwise from your favorite app.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Helpwise and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Helpwise and BoardCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Helpwise
Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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