Integrations Directory 
Helpshift
Helpshift is a customer support platform that utilizes AI and automation to offer efficient and customized customer service for businesses.
- Users
- Patients
- Visits
- Medications
- Appointments
- Diagnoses
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Demo/Free Trial Request
Allow users to request product demos or free trials, signaling strong buying intent.
Module:Sales
Entity:Contact
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Lead Nurture Workflow
Automatically send follow-up emails or content based on lead behavior.
Module:Marketing
Entity:Marketing Automation / Workflow
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Payment Request
Request payment from customers or initiate payment to vendors.
Module:Finance & Accounting
Entity:Invoice
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Customer Persona Management
Create and refine target personas for personalized marketing efforts.
Module:Marketing
Entity:Audience Segment
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