Connect Decision Vault and HelloLeads CRM
Integrate Decision Vault with HelloLeads CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when When Lead Becomes Customer in HelloLeads CRM
PreCreate Matter in Decision Vault when When Lead Becomes Customer in HelloLeads CRM
Get Contacts for Matter from Decision Vault when When Lead Becomes Customer in HelloLeads CRM
Search Matter in Decisionvault when New Lead Added to HelloLeads CRM
PreCreate Matter in Decision Vault when New Lead Added to HelloLeads CRM
Popular Decision Vault + HelloLeads CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Decision Vault
When this happens...
- Request a new Trigger for Decision Vault
Choose an action
HelloLeads CRM
Automatically do this!
Create Lead
Search Matter in Decisionvault when When Lead Becomes Customer in HelloLeads CRM
Use this flowPreCreate Matter in Decision Vault when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Contacts for Matter from Decision Vault when When Lead Becomes Customer in HelloLeads CRM
Use this flowSearch Matter in Decisionvault when New Lead Added to HelloLeads CRM
Use this flowPreCreate Matter in Decision Vault when New Lead Added to HelloLeads CRM
Use this flowGet Contacts for Matter from Decision Vault when New Lead Added to HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Decision Vault and HelloLeads CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Decision Vault integrations.
Search Matter
Pull information for a given matter (by id).
PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
Get Contacts for Matter
Pull contacts for a given matter (by id).
Create Lead
Creates a new lead.
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 Decision Vault
DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
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 Decision Vault 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 Decision Vault 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 Decision Vault triggers actions in HelloLeads CRM, and a separate workflow where HelloLeads CRM triggers actions in Decision Vault. 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 Decision Vault and HelloLeads CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Decision Vault 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.
