Create integrations between Daftra and HelloLeads CRM
Edit Invoice in Daftra when When Lead Becomes Customer in HelloLeads CRM
Delete Supplier from Daftra when When Lead Becomes Customer in HelloLeads CRM
Add Invoice Payment to Daftra when When Lead Becomes Customer in HelloLeads CRM
Edit Invoice Payment in Daftra when When Lead Becomes Customer in HelloLeads CRM
Delete Estimate from Daftra when When Lead Becomes Customer in HelloLeads CRM
Add Expense to Daftra when When Lead Becomes Customer in HelloLeads CRM
Delete an Invoice in Daftra when When Lead Becomes Customer in HelloLeads CRM
Delete Invoice Payment from Daftra when When Lead Becomes Customer in HelloLeads CRM
Edit Product in Daftra when When Lead Becomes Customer in HelloLeads CRM
Add Supplier to Daftra when When Lead Becomes Customer in HelloLeads CRM
Actions and Triggers
When this happensTriggers
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
Edit Invoice
Edits an Invoice
Delete Supplier
Deletes a Supplier
Add Invoice Payment
Creates a new Invoice Payment
Edit Invoice Payment
Edits an Invoice Payment
Delete Estimate
Deletes an Estimate
Add Expense
Creates a new Expense
Frequently Asked Questions
About Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
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.
Learn More
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