Connect Bigin and HelloLeads CRM to Build Intelligent Automations

Choose a Trigger

Bigin

When this happens...

Choose an Action

HelloLeads CRM

Automatically do this!

Ready to use Bigin and HelloLeads CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

When Lead Becomes Customer

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Lead Added

New Lead Added

Triggers when a new lead is added to HelloLeads CRM.

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Do thisActions

Action is the task that follows automatically within your Bigin integrations.

Create Contact

Create Contact

Create a new contact

Get Organization Details

Get Organization Details

Retrieves the details of the organization.

Create Lead

Create Lead

Creates a new lead.

Request a new Action for Bigin

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Frequently Asked Questions

How do I start an integration between Bigin and HelloLeads CRM?

To start, connect both your Bigin and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in HelloLeads CRM (or vice versa).

Can we customize how data from Bigin is recorded in HelloLeads CRM?

Absolutely. You can customize how Bigin data is recorded in HelloLeads CRM. This includes choosing which data fields go into which fields of HelloLeads CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bigin and HelloLeads CRM?

The data sync between Bigin and HelloLeads CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bigin to HelloLeads CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bigin and HelloLeads CRM?

Yes, you can set conditional logic to control the flow of data between Bigin and HelloLeads CRM. 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.

Bigin

About Bigin

Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.

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HelloLeads CRM

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.

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