Connect Helpwise and Radius CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Helpwise
Choose an Action
Automatically do this!
- Request a new Action for Radius CRM
Enable Integrations or automations with these events of Helpwise and Radius CRM
Enable Integrations or automations with these events of Helpwise and Radius CRM
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.
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Frequently Asked Questions
To start, connect both your Helpwise and Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Radius CRM (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and Radius CRM 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 Radius CRM. 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 Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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