Connect ArcSite and HelloLeads CRM
Integrate ArcSite with HelloLeads CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in HelloLeads CRM when New Project Created in ArcSite
Create Lead in HelloLeads CRM when When an ArcSite event occurs in ArcSite
Create Project in ArcSite when When Lead Becomes Customer in HelloLeads CRM
Update Project Details in ArcSite when When Lead Becomes Customer in HelloLeads CRM
Invite Team Members to ArcSite when When Lead Becomes Customer in HelloLeads CRM
Popular ArcSite + HelloLeads CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ArcSite
When this happens...
New Project Created
When an ArcSite event occurs
Choose an action
HelloLeads CRM
Automatically do this!
Create Lead
Create Lead in HelloLeads CRM when New Project Created in ArcSite
Use this flowCreate Lead in HelloLeads CRM when When an ArcSite event occurs in ArcSite
Use this flowCreate Project in ArcSite when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Project Details in ArcSite when When Lead Becomes Customer in HelloLeads CRM
Use this flowInvite Team Members to ArcSite when When Lead Becomes Customer in HelloLeads CRM
Use this flowFind Projects in ArcSite when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Project Details from ArcSite when When Lead Becomes Customer in HelloLeads CRM
Use this flowExport Proposal As PDF from ArcSite when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Proposal Line Items in Arcsite when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Proposal Payments from ArcSite when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between ArcSite and HelloLeads CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when a new project is created in ArcSite.
When an ArcSite event occurs
Runs the workflow automatically whenever an event occurs in ArcSite, such as proposal status changed, proposal payment received, project created, drawing created, project updated, drawing updated, and other supported events.
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 ArcSite integrations.
Create Project
Set up a new project by entering the project name, owner, and other key details.
Update Project Details
Modify an existing project's information, including name, customer details, sales representative, worksite address, tags, and job number.
Invite Team Members
Add team members to your ArcSite project with roles and email addresses, ensuring all details are correct and complete.
Find Projects
Search projects by name or tags and return selected fields.
Get Project Details
Get ArcSite project by ID
Export Proposal As PDF
Generate a PDF proposal from a drawing using a selected proposal template.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Learn moreSimilar apps
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ArcSite and HelloLeads CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ArcSite and HelloLeads CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach HelloLeads CRM. No coding required.
Yes. You can set up a workflow where ArcSite triggers actions in HelloLeads CRM, and a separate workflow where HelloLeads CRM triggers actions in ArcSite. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ArcSite and HelloLeads CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ArcSite and HelloLeads CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
