Connect beatandraise and HelloLeads CRM
Integrate beatandraise 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 Filing in Beatandraise
Create Lead in HelloLeads CRM when New Insider Transaction in Beatandraise
Find Filings in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Search Companies in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Get Company in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Popular beatandraise + HelloLeads CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
beatandraise
When this happens...
New Filing
New Insider Transaction
Choose an action
HelloLeads CRM
Automatically do this!
Create Lead
Create Lead in HelloLeads CRM when New Filing in Beatandraise
Use this flowCreate Lead in HelloLeads CRM when New Insider Transaction in Beatandraise
Use this flowFind Filings in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowSearch Companies in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Company in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Filing in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Filing Item in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowSearch Filing Text in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Financial Statements in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Financial History in Beatandraise when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between beatandraise and HelloLeads CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Filing
Runs daily when a company files a new SEC filing, filtered by company, form type or 8-K item.
New Insider Transaction
Runs daily when a new Form 4 insider transaction is filed for a chosen company.
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 beatandraise integrations.
Find Filings
Find SEC filings by company, form type, 8-K item and date range, optionally with Item text.
Search Companies
Find SEC companies and filers by name or ticker and get their CIK, tickers and industry.
Get Company
Get a company's names, tickers, industry code, fiscal year end and state of incorporation.
Get Filing
Get one SEC filing's details and every document, exhibit and file it contains.
Get Filing Item
Get the text of one Item of a 10-K, 10-Q or 8-K, such as Risk Factors or MD&A.
Search Filing Text
Search the full text of SEC filings since 2020 by keywords, form, company and year.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About beatandraise
SEC EDGAR filings API: find companies and filings, read 10-K/10-Q/8-K items and financial statements, track insider trades and 13F holders.
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 beatandraise 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 beatandraise 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 beatandraise triggers actions in HelloLeads CRM, and a separate workflow where HelloLeads CRM triggers actions in beatandraise. 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 beatandraise and HelloLeads CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire beatandraise 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.
