IntegrationsHelpwiseSolid Performers CRM
Helpwise + Solid Performers CRM

Connect Helpwise and Solid Performers CRM to Build Intelligent Automations

Choose a Trigger

Helpwise

When this happens...

Choose an Action

Solid Performers CRM

Automatically do this!

Enable Integrations or automations with these events of Helpwise and Solid Performers CRM

Enable Integrations or automations with these events of Helpwise and Solid Performers CRM

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.

Request a new Action for Helpwise

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Helpwise and Solid Performers CRM?

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

Can we customize how data from Helpwise is recorded in Solid Performers CRM?

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

How often does the data sync between Helpwise and Solid Performers CRM?

The data sync between Helpwise and Solid Performers CRM 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 Solid Performers CRM?

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 Solid Performers CRM?

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

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.

Learn More
Solid Performers CRM

About Solid Performers CRM

We Help your Sales Team Close More Leads Faster & Smarter

Learn More