Helpwise + LeadConnector

Add or update LeadConnector opportunities when new tags are added in Helpwise

Effortlessly manage your sales opportunities by connecting Helpwise and LeadConnector with this powerful workflow. Whenever a new tag is added to a conversation in Helpwise, a corresponding opportunity will be created or updated in LeadConnector. This seamless integration streamlines your sales process and ensures you never miss out on potential leads.

When this happens...
Tag Added
Triggers when a new tag added in a thread in Helpwise.
TriggerScheduled
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

Assigned in a Conversation
Triggers when your team member assigned you in a conversation.
Trigger
Scheduled
Try It
- SMS NumberRequired
Trigger
Scheduled
Try It
Mention in Note
Triggers when there's a new mention for you.
Trigger
Scheduled
Try It
- Facebook mailbox IdRequired
Trigger
Scheduled
Try It
- Tag NameRequired
- Tag Color
- Mailbox idRequired
- Thread IdRequired
Action
Write

- mailbox IdRequired
- thread Id
- SujectRequired
- Email BodyRequired
- From addressRequired
- Cc email address
- Bcc
- Assigned To
Action
Write
- Your SMS NumberRequired
- Customer SMS NumberRequired
- SMS BodyRequired
Action
Write

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- MailboxRequired
Trigger
Scheduled
Try It
- Your WhatsApp Number (with +)Required
Trigger
Scheduled
Try It
- Mailbox Email AddressRequired
Trigger
Scheduled
Try It
- Mailbox Email AddessRequired
Trigger
Scheduled
Try It
- First NameRequired
- Middle Name
- Last Name
- EmailRequired
- Phone
- Company Name
- Job title
Action
Write
- From AddressRequired
- To AddressRequired
- Cc Addresses
- Bcc
- SubjectRequired
- Email BodyRequired
- Apply Tag
- Tag color
Action
Write
- Your NumberRequired
- Customer NumberRequired
- Message BodyRequired
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About Helpwise

Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.

Related categories

Communication

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Helpwise + LeadConnector

Add or update LeadConnector opportunities when new tags are added in Helpwise

Assigned in a Conversation

Inbound SMS Message

Mention in Note

Inbound Facebook Message

Facebook mailbox IdRequired

Apply Tag on Thread

Tag NameRequired

Tag Color

Mailbox idRequired

Thread IdRequired

Create New Conversation

mailbox IdRequired

thread Id

SujectRequired

Email BodyRequired

From addressRequired

Cc email address

Bcc

Assigned To

Send SMS Message

Your SMS NumberRequired

Customer SMS NumberRequired

SMS BodyRequired

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Country

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired

Notes

Select PipelineRequired

Select StageRequired

Assign to User

Stop All Campaign's for Lead

Phone Number

Email

First Name

Last Name

Full Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Note Added

MailboxRequired

Inbound WhatsApp Message

Your WhatsApp Number (with +)Required

Inbound Email

Mailbox Email AddressRequired

Tag Added

Mailbox Email AddessRequired

Create Contact

First NameRequired

Middle Name

Last Name

EmailRequired

Phone

Company Name

Job title

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