Connect Codefresh and HelloLeads CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created in scheduled time.
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 Codefresh integrations.
Create Project
Creates a new project.
Create Teams
Create a new Codefresh team, add specified users, and apply optional tags.
Create Annotaions
Add an annotation to a Codefresh entity (pipeline, build, or deployment).
Search Project
Search projects with filters.
Delete a Project
Deletes a project.
List Build
Retrieve a paginated list of workflow builds, optionally filtered by status, pipeline, git provider/repo, trigger reason, and date range.
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Frequently Asked Questions
To start, connect both your Codefresh and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Codefresh triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how Codefresh 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.
The data sync between Codefresh and HelloLeads CRM 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 Codefresh 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.
About Codefresh
Codefresh is a modern DevOps platform that streamlines software development and delivery. It offers powerful CI/CD tools to help developers build, test, and deploy applications efficiently, simplifying complex workflows for teams aiming to enhance their DevOps practices.
Learn MoreAbout 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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