Connect Helpwise and Solve CRM
Integrate Helpwise with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Helpwise + Solve CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Helpwise
When this happens...
- Request a new Trigger for Helpwise
Choose an action
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Assign Conversation in Helpwise when New Company in Solve-crm
Use this flowAdd Note to Helpwise when New Company in Solve-crm
Use this flowCreate Contact in Helpwise when New Company in Solve-crm
Use this flowAssign Conversation in Helpwise when New Contacts in Solve CRM
Use this flowAdd Note to Helpwise when New Contacts in Solve CRM
Use this flowCreate Contact in Helpwise when New Contacts in Solve CRM
Use this flowAssign Conversation in Helpwise when New Tagged Contact in Solve-crm
Use this flowAdd Note to Helpwise when New Tagged Contact in Solve-crm
Use this flowCreate Contact in Helpwise when New Tagged Contact in Solve-crm
Use this flowAssign Conversation in Helpwise when Update Contact in Solve CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Helpwise and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
Do thisActions
Action is the task that follows automatically within your Helpwise integrations.
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.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Helpwise and Solve CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Helpwise and Solve CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Solve CRM. No coding required.
Yes. You can set up a workflow where Helpwise triggers actions in Solve CRM, and a separate workflow where Solve CRM triggers actions in Helpwise. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Helpwise and Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Helpwise and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
