Connect HelloLeads CRM and Aura to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
List Payments
Create Lead
Record Payment
Get Campaign Analytics
Update Call
Verify Payment
List Products
Get Team Performance Summary
List Team Members
Ready to use HelloLeads CRM and Aura automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
List Payments
Enter action Description Here
Create Lead
Create a new lead with email
Record Payment
Record a payment for a lead
Get Campaign Analytics
Retrieve lead and call performance aggregated by UTM source, medium, and campaign including show rate, close rate, and revenue.
Update Call
Update the status or notes of an existing call in Aura
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Aura accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Aura (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Aura. This includes choosing which data fields go into which fields of Aura, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Aura typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between HelloLeads CRM and Aura. 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.
About HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
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