BoldDesk

Customer Support

HelloLeads CRM

Customer Relationship Management

Integrations BoldDesk HelloLeads CRM

Create integrations between BoldDesk and HelloLeads CRM

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Create Ticket in BoldDesk when When Lead Becomes Customer in HelloLeads CRM

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Update Ticket in BoldDesk when When Lead Becomes Customer in HelloLeads CRM

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Create Contact in BoldDesk when When Lead Becomes Customer in HelloLeads CRM

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Create Contact Group in Bolddesk when When Lead Becomes Customer in HelloLeads CRM

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Create Ticket Note in BoldDesk when When Lead Becomes Customer in HelloLeads CRM

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Create Ticket Reply in BoldDesk when When Lead Becomes Customer in HelloLeads CRM

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Update Contact in Bolddesk when When Lead Becomes Customer in HelloLeads CRM

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Update Contact Group in Bolddesk when When Lead Becomes Customer in HelloLeads CRM

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Create Ticket in BoldDesk when New Lead Added to HelloLeads CRM

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Update Ticket in BoldDesk when New Lead Added to HelloLeads CRM

Actions and Triggers

Triggers

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.

Actions

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create a new contact.

Create Contact Group

Create a new contact group.

Create Ticket Note

Create note to an existing ticket.

Create Ticket Reply

Create reply to an existing ticket

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About BoldDesk

BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.

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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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