IntegrationsHelpwiseSegmetrics
Helpwise + Segmetrics

Connect Helpwise and Segmetrics to Build Intelligent Automations

Choose a Trigger

Helpwise

When this happens...

Choose an Action

Segmetrics

Automatically do this!

Enable Integrations or automations with these events of Helpwise and Segmetrics

Enable Integrations or automations with these events of Helpwise and Segmetrics

Actions

Assign Conversation

Assign Conversation

Assign Conversation to User

Add Note

Add Note

Adds a Note in the Conversation

Create Contact

Create Contact

Create your contact in Helpwise from your favorite app.

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

Add Tag to Contact

Add Tag to Contact

Add Tags to given contact.

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Frequently Asked Questions

How do I start an integration between Helpwise and Segmetrics?

To start, connect both your Helpwise and Segmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Segmetrics (or vice versa).

Can we customize how data from Helpwise is recorded in Segmetrics?

Absolutely. You can customize how Helpwise data is recorded in Segmetrics. This includes choosing which data fields go into which fields of Segmetrics, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Helpwise and Segmetrics?

The data sync between Helpwise and Segmetrics typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Helpwise to Segmetrics?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Helpwise and Segmetrics?

Yes, you can set conditional logic to control the flow of data between Helpwise and Segmetrics. 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.

Helpwise

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.

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Segmetrics

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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