Try AppyPie Automate Free for 7 Days
Unlock premium automation
risk-free—cancel anytime.
Did you know? Our team creates automation at no extra cost and provides support at any stage.
Get Started FreeTriggers when a new lead is created.
Triggers when a new user is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Add note in Helpwise.
Creates a Contact
Send email in Helpwise.
Triggers when a new lead is created.
Triggers when a new user is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Add note in Helpwise.
Creates a Contact
Send email in Helpwise.
Choose Customerly as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Helpwise as the action app from the list.
Connect your Helpwise account & authenticate it.
Select the data you want to send from Customerly to Helpwise & your AI Agent is ready!
New Lead
Add Note
New Lead
Create Contact
New Lead
Send email
New User
Add Note
New User
Create Contact
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.
The integration between Customerly and Helpwise is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Customerly with Helpwise, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Customerly -Helpwise integration:
Use the most powerful applications integration platform
Get Started Free