When this happens...
Contact Added to List

Automatically do this!
Create Task
Create Project
Update Task
Delete Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Runs when a new task is added to a project in ProofHub.
Runs when a task or subtask is updated or marked completed in ProofHub
Action is the task that follows automatically within your NextLead integrations.
Creates a new lead.
Create a new sale with the details you provide.
Create a new lead structure in NextLead using the data you provide.
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Remove a sales deal from your NextLead account.
Deletes a structure (company record) from NextLead by Name or SIRET ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your NextLead and ProofHub accounts to viaSocket. Once connected, you can set up a workflow where an event in NextLead triggers actions in ProofHub (or vice versa).
Absolutely. You can customize how NextLead data is recorded in ProofHub. This includes choosing which data fields go into which fields of ProofHub, setting up custom formats, and filtering out unwanted information.
The data sync between NextLead and ProofHub 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 NextLead and ProofHub. 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.
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn MoreProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
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