Connect HelloLeads CRM and Phrase to Build Intelligent Automations
Ready to use HelloLeads CRM and Phrase 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.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Phrase accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Phrase (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Phrase. This includes choosing which data fields go into which fields of Phrase, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Phrase 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 Phrase. 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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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