Connect HelloLeads CRM and GenPage to Build Intelligent Automations
Ready to use HelloLeads CRM and GenPage automations
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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.
Create or Update Lead
Create a new lead or update an existing lead in GenPage.
Search Lead
Fetch lead from GenPage based on filters like job_id
Get Lead Status
This is used to check the status of a GenPage lead processing job (AI analysis, enrichment, scraping, etc.) using job_id.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and GenPage accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in GenPage (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in GenPage. This includes choosing which data fields go into which fields of GenPage, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and GenPage 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 GenPage. 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.
Learn MoreAbout GenPage
GenPage is an AI-powered platform designed to streamline the creation and management of web pages, offering intuitive tools for seamless design and deployment.
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